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Global Trust Asset Management’s iShares Gold Trust IAU Stock Holding History

Global Trust Asset Management’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 		$182K Sell
2,412
-400
-14% -$34K 0.06% 150
2026
Q1 		$248K Buy
2,812
+62
+2% +$5.69K 0.09% 123
2025
Q4 		$223K Sell
2,750
-1,077
-28% -$84.2K 0.09% 130
2025
Q3 		$278K Sell
3,827
-773
-17% -$50.4K 0.13% 138
2025
Q2 		$287K Buy
4,600
+300
+7% +$18.6K 0.15% 129
2025
Q1 		$254K Buy
4,300
+3,100
+258% +$168K 0.15% 126
2024
Q4 		$59.4K Hold
1,200
– – 0.02% 273
2024
Q3 		$59.6K Buy
1,200
+500
+71% +$23.4K 0.02% 274
2024
Q2 		$30.8K Buy
700
+500
+250% +$22.1K 0.01% 290
2024
Q1 		$8.4K Hold
200
– – ﹤0.01% 366
2023
Q4 		$7.81K Buy
+200
New +$7.48K ﹤0.01% 355
2023
Q2 		– Sell
-529
Closed -$19.8K – 454
2023
Q1 		$19.8K Buy
529
+500
+1,724% +$17.9K 0.01% 278
2022
Q4 		$1K Hold
29
– – ﹤0.01% 388
2022
Q3 		$1K Hold
29
– – ﹤0.01% 416
2022
Q2 		$1K Hold
29
– – ﹤0.01% 391
2022
Q1 		$1K Buy
+29
New +$1.04K ﹤0.01% 435
2020
Q2 		– Sell
-25,450
Closed -$789K – 369
2020
Q1 		$789K Sell
25,450
-2,135
-8% -$64.5K 0.62% 39
2019
Q4 		$800K Sell
27,585
-968
-3% -$27.5K 0.48% 58
2019
Q3 		$805K Buy
28,553
+13,173
+86% +$372K 0.53% 61
2019
Q2 		$415K Sell
15,380
-593
-4% -$14.9K 0.28% 103
2019
Q1 		$395K Sell
15,973
-420
-3% -$10.5K 0.29% 97
2018
Q4 		$403K Sell
16,393
-7,680
-32% -$181K 0.36% 83
2018
Q3 		$551K Buy
24,073
+1,115
+5% +$25.9K 0.38% 78
2018
Q2 		$552K Sell
22,958
-93
-0.4% -$2.33K 0.42% 71
2018
Q1 		$587K Buy
23,051
+2,410
+12% +$61.5K 0.46% 66
2017
Q4 		$516K Buy
+20,641
New +$506K 0.37% 79

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

Global Trust Asset Management's IAU Position: Q2 2026 in Review

Global Trust Asset Management reduced its iShares Gold Trust (IAU) stake by 14% in Q2 2026, selling an estimated $34K and leaving 2,412 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #150.

Global Trust Asset Management first reported a position in IAU in Q4 2017 and has held it in 26 quarters since. The position peaked at $805K in Q3 2019. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Global Trust Asset Management held 2,412 shares of iShares Gold Trust worth $182K as of Q2 2026.
  • Global Trust Asset Management sold 400 iShares Gold Trust shares in Q2 2026, an estimated $34K.
  • iShares Gold Trust made up 0.06% of Global Trust Asset Management's portfolio in Q2 2026, its #150 holding.
  • Global Trust Asset Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 26 quarters since.
  • Global Trust Asset Management's iShares Gold Trust position peaked at $805K in Q3 2019.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.