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Hager Investment Management Services’s iShares Gold Trust IAU Stock Holding History

Hager Investment Management Services’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 		$1.96K Sell
26
-12
-32% -$1.02K ﹤0.01% 322
2026
Q1 		$3.35K Hold
38
– – ﹤0.01% 286
2025
Q4 		$3.08K Hold
38
– – ﹤0.01% 278
2025
Q3 		$2.77K Hold
38
– – ﹤0.01% 260
2025
Q2 		$2.37K Hold
38
– – ﹤0.01% 256
2025
Q1 		$2.24K Hold
38
– – ﹤0.01% 266
2024
Q4 		$1.88K Buy
+38
New +$1.91K ﹤0.01% 253

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 22.9% 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

Hager Investment Management Services's IAU Position: Q2 2026 in Review

Hager Investment Management Services reduced its iShares Gold Trust (IAU) stake by 32% in Q2 2026, selling an estimated $1.02K and leaving 26 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Hager Investment Management Services first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.35K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hager Investment Management Services held 26 shares of iShares Gold Trust worth $1.96K as of Q2 2026.
  • Hager Investment Management Services sold 12 iShares Gold Trust shares in Q2 2026, an estimated $1.02K.
  • iShares Gold Trust made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #322 holding.
  • Hager Investment Management Services first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's iShares Gold Trust position peaked at $3.35K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.