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Glenview Trust’s iShares Gold Trust IAU Stock Holding History

Glenview Trust’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
Q1 		$2.19M Buy
24,824
+9,911
+66% +$909K 0.03% 222
2025
Q4 		$1.21M Hold
14,913
– – 0.02% 266
2025
Q3 		$1.09M Buy
14,913
+2,529
+20% +$165K 0.02% 285
2025
Q2 		$772K Buy
12,384
+1,095
+10% +$67.9K 0.01% 312
2025
Q1 		$666K Hold
11,289
– – 0.01% 317
2024
Q4 		$559K Buy
+11,289
New +$567K 0.01% 339
2023
Q4 		– Sell
-11,643
Closed -$407K – 474
2023
Q3 		$407K Buy
11,643
+1,396
+14% +$50.9K 0.01% 345
2023
Q2 		$373K Hold
10,247
– – 0.01% 360
2023
Q1 		$383K Hold
10,247
– – 0.01% 353
2022
Q4 		$354K Buy
+10,247
New +$337K 0.01% 346

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Glenview Trust's IAU Position: Q1 2026 in Review

Glenview Trust increased its iShares Gold Trust (IAU) stake by 66% in Q1 2026, buying an estimated $909K and bringing the position to 24,824 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #222.

Glenview Trust first reported a position in IAU in Q4 2022 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Glenview Trust held 24,824 shares of iShares Gold Trust worth $2.19M as of Q1 2026.
  • Glenview Trust bought 9,911 iShares Gold Trust shares in Q1 2026, an estimated $909K.
  • iShares Gold Trust made up 0.03% of Glenview Trust's portfolio in Q1 2026, its #222 holding.
  • Glenview Trust first reported a position in iShares Gold Trust in Q4 2022 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.