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Herold Advisors’s iShares Gold Trust IAU Stock Holding History

Herold 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 		$200K Sell
2,654
-31
-1% -$2.63K 0.04% 259
2026
Q1 		$237K Buy
+2,685
New +$246K 0.05% 234
2025
Q3 		– Sell
-4,589
Closed -$286K – 281
2025
Q2 		$286K Sell
4,589
-655
-12% -$40.6K 0.06% 247
2025
Q1 		$309K Buy
5,244
+973
+23% +$52.6K 0.07% 214
2024
Q4 		$211K Buy
+4,271
New +$215K 0.05% 262

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

Herold Advisors's IAU Position: Q2 2026 in Review

Herold Advisors reduced its iShares Gold Trust (IAU) stake by 1.2% in Q2 2026, selling an estimated $2.63K and leaving 2,654 shares worth $200K. The position accounts for 0.04% of the portfolio, ranked #259.

Herold Advisors first reported a position in IAU in Q4 2024 and has held it in 5 quarters since. The position peaked at $309K in Q1 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Herold Advisors held 2,654 shares of iShares Gold Trust worth $200K as of Q2 2026.
  • Herold Advisors sold 31 iShares Gold Trust shares in Q2 2026, an estimated $2.63K.
  • iShares Gold Trust made up 0.04% of Herold Advisors's portfolio in Q2 2026, its #259 holding.
  • Herold Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • Herold Advisors's iShares Gold Trust position peaked at $309K in Q1 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.