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Greenline Partners’s iShares Gold Trust IAU Stock Holding History

Greenline 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 		$7.54M Sell
99,800
-34
-0% -$2.89K 0.77% 38
2026
Q1 		$8.8M Hold
99,834
– – 0.95% 31
2025
Q4 		$8.1M Sell
99,834
-29,311
-23% -$2.29M 0.93% 32
2025
Q3 		$9.4M Hold
129,145
– – 1.14% 26
2025
Q2 		$8.05M Sell
129,145
-851
-0.7% -$52.7K 1.09% 26
2025
Q1 		$7.66M Sell
129,996
-34,186
-21% -$1.85M 1.11% 24
2024
Q4 		$8.13M Sell
164,182
-2,015
-1% -$101K 1.14% 23
2024
Q3 		$8.26M Buy
166,197
+1,374
+0.8% +$64.3K 1.18% 25
2024
Q2 		$7.26M Sell
164,823
-2,923
-2% -$129K 1.11% 26
2024
Q1 		$7.05M Sell
167,746
-75
-0% -$2.94K 1.12% 23
2023
Q4 		$6.55M Buy
167,821
+132
+0.1% +$4.94K 1.11% 23
2023
Q3 		$5.87M Sell
167,689
-1
-0% -$36 1.11% 23
2023
Q2 		$6.1M Sell
167,690
-20
-0% -$750 1.14% 24
2023
Q1 		$6.27M Buy
167,710
+513
+0.3% +$18.4K 1.2% 22
2022
Q4 		$5.78M Sell
167,197
-126,217
-43% -$4.14M 1.14% 25
2022
Q3 		$9.25M Sell
293,414
-755,478
-72% -$24.8M 2.11% 9
2022
Q2 		$36M Sell
1,048,892
-23,210
-2% -$826K 7.77% 3
2022
Q1 		$39.5M Sell
1,072,102
-223,051
-17% -$7.97M 7.4% 3
2021
Q4 		$45.1M Sell
1,295,153
-54,519
-4% -$1.86M 8.5% 3
2021
Q3 		$45.1M Sell
1,349,672
-11,559
-0.8% -$394K 9.43% 3
2021
Q2 		$45.9M Sell
1,361,231
-5,816
-0.4% -$201K 9.39% 3
2021
Q1 		$44.5M Buy
1,367,047
+69,004
+5% +$2.36M 9.74% 3
2020
Q4 		$47.1M Buy
1,298,043
+5,344
+0.4% +$191K 10.79% 2
2020
Q3 		$46.5M Buy
1,292,699
+538,135
+71% +$19.7M 11.83% 1
2020
Q2 		$25.6M Buy
754,564
+248,045
+49% +$8.13M 6.78% 2
2020
Q1 		$15.3M Buy
+506,519
New +$15.3M 4.94% 2

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

Greenline Partners's IAU Position: Q2 2026 in Review

Greenline Partners reduced its iShares Gold Trust (IAU) stake by 0.03% in Q2 2026, selling an estimated $2.89K and leaving 99,800 shares worth $7.54M. The position accounts for 0.77% of the portfolio, ranked #38.

Greenline Partners first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $47.1M in Q4 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Greenline Partners held 99,800 shares of iShares Gold Trust worth $7.54M as of Q2 2026.
  • Greenline Partners sold 34 iShares Gold Trust shares in Q2 2026, an estimated $2.89K.
  • iShares Gold Trust made up 0.77% of Greenline Partners's portfolio in Q2 2026, its #38 holding.
  • Greenline Partners first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Greenline Partners's iShares Gold Trust position peaked at $47.1M in Q4 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.