Glen Eagle Advisors’s iShares Gold Trust IAU Stock Holding History

Glen Eagle 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	$246K	Sell	3,264 -18,536	-85%	-$1.57M	0.03%	250
2026 Q1	$1.92M	Buy	21,800 +21,005	+2,642%	+$1.93M	0.27%	66
2025 Q4	$64.5K	Buy	795 +29	+4%	+$2.27K	0.01%	400
2025 Q3	$55.7K	Sell	766 -9	-1%	-$587	0.01%	429
2025 Q2	$48.3K	Buy	+775	New	+$48K	0.01%	433
2023 Q1	–	Sell	-7	Closed	-$242	–	1146
2022 Q4	$242	Sell	7 -43	-86%	-$1.41K	﹤0.01%	1109
2022 Q3	$1.58K	Hold	50	–	–	﹤0.01%	905
2022 Q2	$1.72K	Hold	50	–	–	﹤0.01%	849
2022 Q1	$1.84K	Sell	50 -243	-83%	-$8.68K	﹤0.01%	814
2021 Q4	$10.2K	Hold	293	–	–	﹤0.01%	617
2021 Q3	$9.79K	Hold	293	–	–	﹤0.01%	701
2021 Q2	$9.88K	Buy	+293	New	+$10.1K	﹤0.01%	696

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Glen Eagle Advisors's IAU Position: Q2 2026 in Review

Glen Eagle Advisors reduced its iShares Gold Trust (IAU) stake by 85% in Q2 2026, selling an estimated $1.57M and leaving 3,264 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #250.

Glen Eagle Advisors first reported a position in IAU in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.92M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Glen Eagle Advisors held 3,264 shares of iShares Gold Trust worth $246K as of Q2 2026.
Glen Eagle Advisors sold 18,536 iShares Gold Trust shares in Q2 2026, an estimated $1.57M.
iShares Gold Trust made up 0.03% of Glen Eagle Advisors's portfolio in Q2 2026, its #250 holding.
Glen Eagle Advisors first reported a position in iShares Gold Trust in Q2 2021 and has held it in 12 quarters since.
Glen Eagle Advisors's iShares Gold Trust position peaked at $1.92M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.