GI
IAU icon

Gradient Investments’s iShares Gold Trust IAU Stock Holding History

Gradient Investments’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 		$5.34M Sell
70,720
-4,690
-6% -$398K 0.07% 196
2026
Q1 		$6.65M Buy
75,410
+1,666
+2% +$153K 0.1% 167
2025
Q4 		$5.99M Buy
73,744
+213
+0.3% +$16.7K 0.1% 169
2025
Q3 		$5.35M Sell
73,531
-15,149
-17% -$988K 0.09% 164
2025
Q2 		$5.53M Sell
88,680
-3,169
-3% -$196K 0.1% 159
2025
Q1 		$5.42M Buy
91,849
+375
+0.4% +$20.3K 0.11% 153
2024
Q4 		$4.53M Buy
91,474
+1,272
+1% +$63.9K 0.09% 151
2024
Q3 		$4.48M Buy
90,202
+2,486
+3% +$116K 0.09% 145
2024
Q2 		$3.85M Sell
87,716
-3,422
-4% -$151K 0.09% 158
2024
Q1 		$3.83M Buy
91,138
+2,536
+3% +$99.4K 0.09% 157
2023
Q4 		$3.46M Sell
88,602
-210
-0.2% -$7.86K 0.08% 159
2023
Q3 		$3.11M Buy
88,812
+1,427
+2% +$52.1K 0.08% 151
2023
Q2 		$3.18M Sell
87,385
-3,638
-4% -$136K 0.08% 150
2023
Q1 		$3.4M Buy
91,023
+7,562
+9% +$271K 0.09% 146
2022
Q4 		$2.89M Buy
83,461
+6,739
+9% +$221K 0.09% 160
2022
Q3 		$2.42M Buy
76,722
+1,927
+3% +$63.2K 0.07% 159
2022
Q2 		$2.57M Buy
74,795
+4,988
+7% +$177K 0.07% 162
2022
Q1 		$2.57M Buy
69,807
+6,806
+11% +$243K 0.07% 153
2021
Q4 		$2.19M Buy
63,001
+1,672
+3% +$57.1K 0.06% 153
2021
Q3 		$2.05M Buy
61,329
+3,003
+5% +$102K 0.06% 160
2021
Q2 		$1.97M Buy
58,326
+4,488
+8% +$155K 0.06% 161
2021
Q1 		$1.75M Sell
53,838
-1,502
-3% -$51.3K 0.06% 163
2020
Q4 		$1.99M Hold
55,340
– – 0.08% 138
2020
Q3 		$1.99M Buy
55,340
+7,663
+16% +$280K 0.08% 138
2020
Q2 		$1.62M Buy
47,677
+6,660
+16% +$218K 0.07% 151
2020
Q1 		$1.24M Buy
41,017
+6,611
+19% +$200K 0.07% 158
2019
Q4 		$998K Sell
34,406
-765,766
-96% -$21.7M 0.04% 195
2019
Q3 		$22.6M Sell
800,172
-33,264
-4% -$938K 1.11% 17
2019
Q2 		$22.5M Buy
833,436
+122,330
+17% +$3.07M 1.16% 16
2019
Q1 		$17.6M Sell
711,106
-121,401
-15% -$3.03M 1.14% 15
2018
Q4 		$20.5M Sell
832,507
-12,976
-2% -$305K 1.23% 13
2018
Q3 		$19.3M Buy
845,483
+44,765
+6% +$1.04M 0.99% 14
2018
Q2 		$19.2M Buy
800,718
+48,011
+6% +$1.2M 1.03% 14
2018
Q1 		$19.2M Buy
752,707
+142,866
+23% +$3.65M 1.04% 14
2017
Q4 		$15.3M Buy
609,841
+85,876
+16% +$2.11M 0.88% 16
2017
Q3 		$12.9M Buy
523,965
+39,303
+8% +$967K 0.82% 16
2017
Q2 		$11.6M Buy
484,662
+23,365
+5% +$566K 0.81% 17
2017
Q1 		$11.1M Buy
461,297
+38,698
+9% +$909K 0.85% 18
2016
Q4 		$9.37M Buy
422,599
+20,427
+5% +$479K 0.82% 19
2016
Q3 		$10.2M Buy
402,172
+8,883
+2% +$229K 1% 18
2016
Q2 		$10M Sell
393,289
-9,473
-2% -$230K 1.09% 18
2016
Q1 		$9.57M Sell
402,762
-110,539
-22% -$2.53M 1.18% 17
2015
Q4 		$10.5M Sell
513,301
-304,570
-37% -$6.5M 1.4% 16
2015
Q3 		$17.6M Buy
817,871
+30,199
+4% +$656K 2.5% 9
2015
Q2 		$17.9M Buy
787,672
+73,962
+10% +$1.71M 2.45% 8
2015
Q1 		$16.3M Buy
713,710
+410,447
+135% +$9.68M 2.44% 9
2014
Q4 		$6.94M Buy
303,263
+35,066
+13% +$815K 1.14% 18
2014
Q3 		$6.28M Buy
268,197
+26,324
+11% +$653K 1.13% 20
2014
Q2 		$6.23M Buy
241,873
+28,477
+13% +$712K 1.22% 19
2014
Q1 		$5.31M Buy
213,396
+40,254
+23% +$1.01M 1.23% 20
2013
Q4 		$4.04M Buy
173,142
+34,901
+25% +$862K 1.08% 21
2013
Q3 		$3.56M Buy
138,241
+58,868
+74% +$1.52M 1.12% 20
2013
Q2 		$1.9M Buy
+79,373
New +$2.19M 0.71% 27

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Gradient Investments's IAU Position: Q2 2026 in Review

Gradient Investments reduced its iShares Gold Trust (IAU) stake by 6.2% in Q2 2026, selling an estimated $398K and leaving 70,720 shares worth $5.34M. The position accounts for 0.07% of the portfolio, ranked #196.

Gradient Investments first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.6M in Q3 2019. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Gradient Investments held 70,720 shares of iShares Gold Trust worth $5.34M as of Q2 2026.
  • Gradient Investments sold 4,690 iShares Gold Trust shares in Q2 2026, an estimated $398K.
  • iShares Gold Trust made up 0.07% of Gradient Investments's portfolio in Q2 2026, its #196 holding.
  • Gradient Investments first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Gradient Investments's iShares Gold Trust position peaked at $22.6M in Q3 2019.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.