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Halbert Hargrove Global Advisors’s iShares Gold Trust IAU Stock Holding History

Halbert Hargrove Global 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 		$571K Buy
+7,568
New +$642K 0.02% 66
2025
Q2 		– Sell
-359
Closed -$21.2K – 470
2025
Q1 		$21.2K Buy
+359
New +$19.4K ﹤0.01% 198

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

Halbert Hargrove Global Advisors's IAU Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 7,568 shares worth $571K. The stake represents 0.02% of the portfolio and ranks #66 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in IAU as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in IAU in Q1 2025 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7,568 shares of iShares Gold Trust worth $571K as of Q2 2026.
  • iShares Gold Trust was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • iShares Gold Trust made up 0.02% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #66 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.