Greenspring Advisors’s iShares Gold Trust IAU Stock Holding History

Greenspring Advisors’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	$1.03M	Sell	13,634 -1,250	-8%	-$106K	0.06%	136
2026 Q1	$1.31M	Hold	14,884	–	–	0.08%	109
2025 Q4	$1.21M	Buy	+14,884	New	+$1.16M	0.07%	112
2023 Q2	–	Sell	-11,479	Closed	-$429K	–	97
2023 Q1	$429K	Hold	11,479	–	–	0.09%	74
2022 Q4	$397K	Hold	11,479	–	–	0.11%	69
2022 Q3	$362K	Hold	11,479	–	–	0.11%	72
2022 Q2	$393K	Hold	11,479	–	–	0.12%	71
2022 Q1	$423K	Sell	11,479 -15	-0.1%	-$536	0.11%	63
2021 Q4	$400K	Buy	+11,494	New	+$393K	0.1%	69

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Greenspring Advisors's IAU Position: Q2 2026 in Review

Greenspring Advisors reduced its iShares Gold Trust (IAU) stake by 8.4% in Q2 2026, selling an estimated $106K and leaving 13,634 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #136.

Greenspring Advisors first reported a position in IAU in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.31M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Greenspring Advisors held 13,634 shares of iShares Gold Trust worth $1.03M as of Q2 2026.
Greenspring Advisors sold 1,250 iShares Gold Trust shares in Q2 2026, an estimated $106K.
iShares Gold Trust made up 0.06% of Greenspring Advisors's portfolio in Q2 2026, its #136 holding.
Greenspring Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 9 quarters since.
Greenspring Advisors's iShares Gold Trust position peaked at $1.31M in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.