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IEQ Capital’s iShares Gold Trust IAU Stock Holding History

IEQ Capital’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 		$48M Sell
635,258
-79,338
-11% -$6.73M 0.22% 78
2026
Q1 		$63M Sell
714,596
-98,014
-12% -$8.99M 0.29% 64
2025
Q4 		$66M Buy
812,610
+122,227
+18% +$9.56M 0.2% 64
2025
Q3 		$50.2M Buy
690,383
+82,210
+14% +$5.36M 0.15% 68
2025
Q2 		$37.9M Sell
608,173
-13,562
-2% -$840K 0.23% 61
2025
Q1 		$36.7M Buy
621,735
+533,821
+607% +$28.9M 0.29% 52
2024
Q4 		$4.35M Sell
87,914
-2,461
-3% -$124K 0.04% 297
2024
Q3 		$4.49M Buy
90,375
+32,539
+56% +$1.52M 0.06% 212
2024
Q2 		$2.54M Sell
57,836
-27,199
-32% -$1.2M 0.03% 288
2024
Q1 		$3.57M Sell
85,035
-36,181
-30% -$1.42M 0.05% 231
2023
Q4 		$4.73M Buy
121,216
+80,093
+195% +$3M 0.08% 164
2023
Q3 		$1.44M Buy
41,123
+266
+0.7% +$9.71K 0.03% 315
2023
Q2 		$1.49M Buy
40,857
+170
+0.4% +$6.37K 0.03% 313
2023
Q1 		$1.52M Sell
40,687
-13,867
-25% -$498K 0.04% 296
2022
Q4 		$1.89M Buy
54,554
+300
+0.6% +$9.85K 0.05% 248
2022
Q3 		$1.71M Sell
54,254
-1,913
-3% -$62.7K 0.05% 257
2022
Q2 		$1.93M Buy
56,167
+983
+2% +$35K 0.06% 210
2022
Q1 		$2.03M Buy
55,184
+14,759
+37% +$527K 0.05% 204
2021
Q4 		$1.41M Sell
40,425
-21,291
-34% -$728K 0.03% 247
2021
Q3 		$2.06M Buy
61,716
+504
+0.8% +$17.2K 0.05% 183
2021
Q2 		$2.06M Buy
61,212
+15,960
+35% +$552K 0.06% 171
2021
Q1 		$1.47M Buy
45,252
+6,555
+17% +$224K 0.06% 171
2020
Q4 		$1.4M Sell
38,697
-1,875
-5% -$67.1K 0.06% 144
2020
Q3 		$1.46M Buy
40,572
+11,589
+40% +$423K 0.08% 134
2020
Q2 		$985K Buy
28,983
+8,657
+43% +$284K 0.06% 155
2020
Q1 		$613K Sell
20,326
-2,657
-12% -$80.3K 0.05% 182
2019
Q4 		$666K Buy
+22,983
New +$652K 0.06% 189

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

IEQ Capital's IAU Position: Q2 2026 in Review

IEQ Capital reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $6.73M and leaving 635,258 shares worth $48M. The position accounts for 0.22% of the portfolio, ranked #78.

IEQ Capital first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $66M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • IEQ Capital held 635,258 shares of iShares Gold Trust worth $48M as of Q2 2026.
  • IEQ Capital sold 79,338 iShares Gold Trust shares in Q2 2026, an estimated $6.73M.
  • iShares Gold Trust made up 0.22% of IEQ Capital's portfolio in Q2 2026, its #78 holding.
  • IEQ Capital first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • IEQ Capital's iShares Gold Trust position peaked at $66M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.