HighTower Advisors’s iShares Gold Trust IAU Stock Holding History

HighTower 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
2021 Q2	–	Sell	-130	Closed	-$19K	–	3261
2021 Q1	$19K	Buy	+130	New	+$4.44K	﹤0.01%	2901

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HighTower Advisors's IAU Position: Q1 2026 in Review

HighTower Advisors reduced its iShares Gold Trust (IAU) stake by 2.9% in Q1 2026, selling an estimated $9.17M and leaving 3,290,890 shares worth $290M. The position accounts for 0.31% of the portfolio, ranked #60.

HighTower Advisors first reported a position in IAU in Q2 2013 and has held it in 52 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

HighTower Advisors held 3,290,890 shares of iShares Gold Trust worth $290M as of Q1 2026.
HighTower Advisors sold 99,915 iShares Gold Trust shares in Q1 2026, an estimated $9.17M.
iShares Gold Trust made up 0.31% of HighTower Advisors's portfolio in Q1 2026, its #60 holding.
HighTower Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 52 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.