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Great Diamond Partners’s iShares Gold Trust IAU Stock Holding History

Great Diamond Partners’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 		– Sell
-5,744
Closed -$506K – 241
2026
Q1 		$506K Sell
5,744
-1,303
-18% -$120K 0.1% 157
2025
Q4 		$572K Sell
7,047
-920
-12% -$71.9K 0.11% 150
2025
Q3 		$580K Hold
7,967
– – 0.11% 147
2025
Q2 		$497K Sell
7,967
-267
-3% -$16.5K 0.1% 152
2025
Q1 		$485K Hold
8,234
– – 0.13% 116
2024
Q4 		$408K Hold
8,234
– – 0.11% 124
2024
Q3 		$409K Buy
8,234
+64
+0.8% +$3K 0.1% 125
2024
Q2 		$359K Sell
8,170
-9
-0.1% -$398 0.08% 152
2024
Q1 		$344K Sell
8,179
-330
-4% -$12.9K 0.08% 163
2023
Q4 		$332K Buy
8,509
+616
+8% +$23.1K 0.08% 167
2023
Q3 		$276K Sell
7,893
-540
-6% -$19.7K 0.07% 179
2023
Q2 		$307K Buy
+8,433
New +$316K 0.08% 171

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Great Diamond Partners's IAU Position: Q2 2026 in Review

Great Diamond Partners sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 5,744 shares — an estimated $506K sold.

Great Diamond Partners first reported a position in IAU in Q2 2023 and held it in 12 quarters. The position peaked at $580K in Q3 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Great Diamond Partners reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Great Diamond Partners sold 5,744 iShares Gold Trust shares in Q2 2026, an estimated $506K.
  • Great Diamond Partners first reported a position in iShares Gold Trust in Q2 2023 and held it in 12 quarters.
  • Great Diamond Partners's iShares Gold Trust position peaked at $580K in Q3 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.