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 Q2	$1.82M	Sell	24,097 -727	-3%	-$61.7K	0.03%	236
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 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

Glenview Trust's IAU Position: Q2 2026 in Review

Glenview Trust reduced its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, selling an estimated $61.7K and leaving 24,097 shares worth $1.82M. The position accounts for 0.03% of the portfolio, ranked #236.

Glenview Trust first reported a position in IAU in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.19M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Glenview Trust held 24,097 shares of iShares Gold Trust worth $1.82M as of Q2 2026.
Glenview Trust sold 727 iShares Gold Trust shares in Q2 2026, an estimated $61.7K.
iShares Gold Trust made up 0.03% of Glenview Trust's portfolio in Q2 2026, its #236 holding.
Glenview Trust first reported a position in iShares Gold Trust in Q4 2022 and has held it in 11 quarters since.
Glenview Trust's iShares Gold Trust position peaked at $2.19M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.