Greenleaf Trust
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Greenleaf Trust’s iShares Gold Trust IAU Stock Holding History

Greenleaf 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
Q3 		$958K Sell
12,260
-20
-0.2% -$1.6K 0.01% 346
2026
Q2 		$927K Buy
12,280
+725
+6% +$61.5K 0.01% 371
2026
Q1 		$1.02M Buy
11,555
+2,919
+34% +$268K 0.01% 330
2025
Q4 		$701K Sell
8,636
-270
-3% -$21.1K 0.01% 420
2025
Q3 		$648K Sell
8,906
-240
-3% -$15.7K 0.01% 441
2025
Q2 		$570K Sell
9,146
-752
-8% -$46.6K 0.01% 453
2025
Q1 		$584K Buy
9,898
+482
+5% +$26.1K 0.01% 459
2024
Q4 		$466K Sell
9,416
-515
-5% -$25.9K ﹤0.01% 521
2024
Q3 		$494K Buy
9,931
+1,923
+24% +$90K ﹤0.01% 519
2024
Q2 		$352K Buy
8,008
+2,599
+48% +$115K ﹤0.01% 569
2024
Q1 		$227K Buy
5,409
+43
+0.8% +$1.69K ﹤0.01% 706
2023
Q4 		$209K Buy
+5,366
New +$201K ﹤0.01% 716

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Greenleaf Trust's IAU Position: Q3 2026 in Review

Greenleaf Trust reduced its iShares Gold Trust (IAU) stake by 0.16% in Q3 2026, selling an estimated $1.6K and leaving 12,260 shares worth $958K. The position accounts for 0.01% of the portfolio, ranked #346.

Greenleaf Trust first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Greenleaf Trust held 12,260 shares of iShares Gold Trust worth $958K as of Q3 2026.
  • Greenleaf Trust sold 20 iShares Gold Trust shares in Q3 2026, an estimated $1.6K.
  • iShares Gold Trust made up 0.01% of Greenleaf Trust's portfolio in Q3 2026, its #346 holding.
  • Greenleaf Trust first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
  • Greenleaf Trust's iShares Gold Trust position peaked at $1.02M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.