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Highland Investment Advisors LLC’s iShares Gold Trust IAU Stock Holding History

Highland Investment Advisors LLC’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 		$189K Buy
+2,503
New +$212K 0.08% 84

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Highland Investment Advisors LLC's IAU Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,503 shares worth $189K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings.

1,652 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Highland Investment Advisors LLC held 2,503 shares of iShares Gold Trust worth $189K as of Q2 2026.
  • iShares Gold Trust was a new Highland Investment Advisors LLC position in Q2 2026.
  • iShares Gold Trust made up 0.08% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #84 holding.
  • 1,652 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.