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GHP Investment Advisors’s iShares Gold Trust IAU Stock Holding History

GHP Investment Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20K Sell
265
-135
-34% -$11.5K ﹤0.01% 712
2026
Q1 		$35.3K Buy
+400
New +$36.7K ﹤0.01% 601
2023
Q1 		– Sell
-34
Closed -$1.18K – 939
2022
Q4 		$1.18K Buy
+34
New +$1.12K ﹤0.01% 859

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GHP Investment Advisors's IAU Position: Q2 2026 in Review

GHP Investment Advisors reduced its iShares Gold Trust (IAU) stake by 34% in Q2 2026, selling an estimated $11.5K and leaving 265 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #712.

GHP Investment Advisors first reported a position in IAU in Q4 2022 and has held it in 3 quarters since. The position peaked at $35.3K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • GHP Investment Advisors held 265 shares of iShares Gold Trust worth $20K as of Q2 2026.
  • GHP Investment Advisors sold 135 iShares Gold Trust shares in Q2 2026, an estimated $11.5K.
  • iShares Gold Trust made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #712 holding.
  • GHP Investment Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 3 quarters since.
  • GHP Investment Advisors's iShares Gold Trust position peaked at $35.3K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.