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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
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

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

Greenleaf Trust's IAU Position: Q2 2026 in Review

Greenleaf Trust increased its iShares Gold Trust (IAU) stake by 6.3% in Q2 2026, buying an estimated $61.5K and bringing the position to 12,280 shares worth $927K. The position accounts for 0.01% of the portfolio, ranked #371.

Greenleaf Trust first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q1 2026. 660 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Greenleaf Trust held 12,280 shares of iShares Gold Trust worth $927K as of Q2 2026.
  • Greenleaf Trust bought 725 iShares Gold Trust shares in Q2 2026, an estimated $61.5K.
  • iShares Gold Trust made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #371 holding.
  • Greenleaf Trust first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Greenleaf Trust's iShares Gold Trust position peaked at $1.02M in Q1 2026.
  • 660 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.