Insigneo Advisory Services’s iShares Gold Trust IAU Stock Holding History

Insigneo Advisory Services’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	$7.7M	Buy	101,985 +44,871	+79%	+$3.81M	0.29%	53
2026 Q1	$5.04M	Buy	57,114 +4,952	+9%	+$454K	0.36%	45
2025 Q4	$4.23M	Buy	52,162 +3,332	+7%	+$261K	0.3%	51
2025 Q3	$3.55M	Buy	48,830 +11,910	+32%	+$777K	0.25%	67
2025 Q2	$2.3M	Sell	36,920 -2,291	-6%	-$142K	0.2%	100
2025 Q1	$2.31M	Buy	39,211 +10,765	+38%	+$582K	0.24%	88
2024 Q4	$1.41M	Buy	28,446 +871	+3%	+$43.8K	0.15%	131
2024 Q3	$1.37M	Buy	27,575 +3,106	+13%	+$145K	0.14%	141
2024 Q2	$1.11M	Buy	+24,469	New	+$1.08M	0.13%	159

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

Insigneo Advisory Services's IAU Position: Q2 2026 in Review

Insigneo Advisory Services increased its iShares Gold Trust (IAU) stake by 79% in Q2 2026, buying an estimated $3.81M and bringing the position to 101,985 shares worth $7.7M. The position accounts for 0.29% of the portfolio, ranked #53.

Insigneo Advisory Services first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Insigneo Advisory Services held 101,985 shares of iShares Gold Trust worth $7.7M as of Q2 2026.
Insigneo Advisory Services bought 44,871 iShares Gold Trust shares in Q2 2026, an estimated $3.81M.
iShares Gold Trust made up 0.29% of Insigneo Advisory Services's portfolio in Q2 2026, its #53 holding.
Insigneo Advisory Services first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.