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Gladstone Institutional Advisory’s iShares Gold Trust IAU Stock Holding History

Gladstone Institutional Advisory’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 		$1.65M Sell
21,876
-7
-0% -$594 0.05% 325
2026
Q1 		$1.93M Buy
21,883
+2,172
+11% +$199K 0.07% 271
2025
Q4 		$1.6M Buy
19,711
+4,644
+31% +$363K 0.06% 283
2025
Q3 		$1.1M Buy
15,067
+533
+4% +$34.8K 0.04% 348
2025
Q2 		$906K Sell
14,534
-102
-0.7% -$6.32K 0.04% 362
2025
Q1 		$863K Buy
14,636
+2,971
+25% +$161K 0.04% 358
2024
Q4 		$578K Buy
11,665
+93
+0.8% +$4.67K 0.03% 439
2024
Q3 		$575K Buy
11,572
+728
+7% +$34.1K 0.03% 418
2024
Q2 		$476K Buy
10,844
+5
+0% +$221 0.02% 432
2024
Q1 		$455K Sell
10,839
-4,421
-29% -$173K 0.03% 436
2023
Q4 		$596K Buy
15,260
+6,383
+72% +$239K 0.03% 377
2023
Q3 		$311K Sell
8,877
-100
-1% -$3.65K 0.02% 481
2023
Q2 		$327K Sell
8,977
-194
-2% -$7.27K 0.02% 507
2023
Q1 		$343K Sell
9,171
-768
-8% -$27.6K 0.02% 490
2022
Q4 		$344K Sell
9,939
-1,083
-10% -$35.6K 0.02% 473
2022
Q3 		$348K Sell
11,022
-1,868
-14% -$61.2K 0.03% 463
2022
Q2 		$442K Buy
12,890
+1,508
+13% +$53.6K 0.04% 432
2022
Q1 		$419K Sell
11,382
-1,485
-12% -$53.1K 0.03% 465
2021
Q4 		$448K Sell
12,867
-3,225
-20% -$110K 0.03% 403
2021
Q3 		$538K Sell
16,092
-241
-1% -$8.21K 0.05% 307
2021
Q2 		$551K Sell
16,333
-105,386
-87% -$3.64M 0.07% 281
2021
Q1 		$3.96M Buy
121,719
+22,472
+23% +$768K 0.62% 44
2020
Q4 		$3.6M Buy
99,247
+8,078
+9% +$289K 0.72% 34
2020
Q3 		$3.28M Buy
91,169
+84,713
+1,312% +$3.09M 0.78% 31
2020
Q2 		$219K Buy
6,456
+800
+14% +$26.2K 0.06% 207
2020
Q1 		$170K Buy
+5,656
New +$171K 0.04% 254

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Gladstone Institutional Advisory's IAU Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Gold Trust (IAU) stake by 0.03% in Q2 2026, selling an estimated $594 and leaving 21,876 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #325.

Gladstone Institutional Advisory first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.96M in Q1 2021. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Gladstone Institutional Advisory held 21,876 shares of iShares Gold Trust worth $1.65M as of Q2 2026.
  • Gladstone Institutional Advisory sold 7 iShares Gold Trust shares in Q2 2026, an estimated $594.
  • iShares Gold Trust made up 0.05% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #325 holding.
  • Gladstone Institutional Advisory first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Gladstone Institutional Advisory's iShares Gold Trust position peaked at $3.96M in Q1 2021.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.