Hirtle Callaghan & Co’s iShares Gold Trust IAU Stock Holding History

Hirtle Callaghan & Co’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	$729K	Sell	9,658 -1,794	-16%	-$152K	0.02%	68
2026 Q1	$1.01M	Hold	11,452	–	–	0.03%	62
2025 Q4	$930K	Sell	11,452 -950	-8%	-$74.3K	0.03%	68
2025 Q3	$902K	Hold	12,402	–	–	0.03%	65
2025 Q2	$773K	Hold	12,402	–	–	0.03%	68
2025 Q1	$731K	Hold	12,402	–	–	0.03%	76
2024 Q4	$614K	Hold	12,402	–	–	0.03%	78
2024 Q3	$616K	Hold	12,402	–	–	0.02%	69
2024 Q2	$545K	Hold	12,402	–	–	0.02%	71
2024 Q1	$521K	Sell	12,402 -10,247	-45%	-$402K	0.02%	75
2023 Q4	$884K	Sell	22,649 -10,601	-32%	-$397K	0.04%	57
2023 Q3	$1.16M	Sell	33,250 -4,002	-11%	-$146K	0.06%	49
2023 Q2	$1.36M	Sell	37,252 -4,201	-10%	-$157K	0.06%	47
2023 Q1	$1.55M	Sell	41,453 -4,046	-9%	-$145K	0.08%	46
2022 Q4	$1.57M	Hold	45,499	–	–	0.1%	58
2022 Q3	$1.44M	Hold	45,499	–	–	0.1%	60
2022 Q2	$1.56M	Hold	45,499	–	–	0.09%	54
2022 Q1	$1.68M	Sell	45,499 -535	-1%	-$19.1K	0.08%	48
2021 Q4	$1.6M	Buy	+46,034	New	+$1.57M	0.08%	45

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 22.96% 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

Hirtle Callaghan & Co's IAU Position: Q2 2026 in Review

Hirtle Callaghan & Co reduced its iShares Gold Trust (IAU) stake by 16% in Q2 2026, selling an estimated $152K and leaving 9,658 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #68.

Hirtle Callaghan & Co first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.68M in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Hirtle Callaghan & Co held 9,658 shares of iShares Gold Trust worth $729K as of Q2 2026.
Hirtle Callaghan & Co sold 1,794 iShares Gold Trust shares in Q2 2026, an estimated $152K.
iShares Gold Trust made up 0.02% of Hirtle Callaghan & Co's portfolio in Q2 2026, its #68 holding.
Hirtle Callaghan & Co first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
Hirtle Callaghan & Co's iShares Gold Trust position peaked at $1.68M in Q1 2022.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q2 2026, filed 14 Aug 2026.