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International Assets Investment Management’s iShares Gold Trust IAU Stock Holding History

International Assets Investment Management’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 		$536K Sell
7,054
-183
-3% -$15.5K 0.03% 456
2026
Q1 		$649K Sell
7,237
-2,140
-23% -$196K 0.05% 364
2025
Q4 		$761K Buy
9,377
+1,954
+26% +$153K 0.05% 320
2025
Q3 		$467K Hold
7,423
– – 0.04% 456
2025
Q2 		$463K Sell
7,423
-2,995
-29% -$186K 0.04% 464
2025
Q1 		$614K Buy
10,418
+5,672
+120% +$307K 0.05% 349
2024
Q4 		$238K Buy
4,746
+37
+0.8% +$1.86K 0.02% 666
2024
Q3 		$234K Sell
4,709
-25
-0.5% -$1.17K 0.02% 550
2024
Q2 		$208K Hold
4,734
– – 0.02% 690
2024
Q1 		$201K Buy
+4,734
New +$186K 0.02% 682
2023
Q2 		– Sell
-5,766
Closed -$215K – 693
2023
Q1 		$215K Sell
5,766
-1,668
-22% -$59.9K 0.03% 462
2022
Q4 		$257K Buy
7,434
+512
+7% +$16.8K 0.03% 525
2022
Q3 		$218K Sell
6,922
-788
-10% -$25.8K 0.05% 353
2022
Q2 		$265K Buy
7,710
+1,865
+32% +$66.3K 0.02% 322
2022
Q1 		$215K Sell
5,845
-787
-12% -$28.1K 0.04% 411
2021
Q4 		$231K Buy
+6,632
New +$227K 0.04% 419
2021
Q2 		– Sell
-5,198
Closed -$188K – 1111
2021
Q1 		$188K Hold
5,198
– – 0.02% 526
2020
Q4 		$188K Sell
5,198
-2,110
-29% -$75.5K 0.03% 388
2020
Q3 		$263K Sell
7,308
-2,215
-23% -$80.9K 0.07% 265
2020
Q2 		$324K Sell
9,523
-4,167
-30% -$137K 0.08% 221
2020
Q1 		$413K Buy
+13,690
New +$414K 0.13% 156

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

International Assets Investment Management's IAU Position: Q2 2026 in Review

International Assets Investment Management reduced its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, selling an estimated $15.5K and leaving 7,054 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #456.

International Assets Investment Management first reported a position in IAU in Q1 2020 and has held it in 21 quarters since. The position peaked at $761K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • International Assets Investment Management held 7,054 shares of iShares Gold Trust worth $536K as of Q2 2026.
  • International Assets Investment Management sold 183 iShares Gold Trust shares in Q2 2026, an estimated $15.5K.
  • iShares Gold Trust made up 0.03% of International Assets Investment Management's portfolio in Q2 2026, its #456 holding.
  • International Assets Investment Management first reported a position in iShares Gold Trust in Q1 2020 and has held it in 21 quarters since.
  • International Assets Investment Management's iShares Gold Trust position peaked at $761K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.