IPG Investment Advisors’s iShares Gold Trust IAU Stock Holding History

IPG Investment Advisors’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	$1.48M	Buy	19,621 +1,874	+11%	+$159K	0.21%	106
2026 Q1	$1.56M	Buy	17,747 +1,325	+8%	+$122K	0.27%	81
2025 Q4	$1.33M	Buy	16,422 +9,415	+134%	+$736K	0.23%	96
2025 Q3	$510K	Hold	7,007	–	–	0.09%	129
2025 Q2	$437K	Hold	7,007	–	–	0.09%	115
2025 Q1	$413K	Buy	7,007 +2,883	+70%	+$156K	0.09%	108
2024 Q4	$204K	Sell	4,124 -675	-14%	-$33.9K	0.05%	160
2024 Q3	$239K	Buy	+4,799	New	+$225K	0.05%	144
2022 Q1	–	Sell	-15,749	Closed	-$549K	–	191
2021 Q4	$549K	Buy	+15,749	New	+$538K	0.1%	107
2021 Q2	–	Sell	-53,674	Closed	-$1.75M	–	174
2021 Q1	$1.75M	Buy	53,674 +815	+2%	+$27.9K	0.34%	50
2020 Q4	$1.92M	Sell	52,859 -37,180	-41%	-$1.33M	0.44%	42
2020 Q3	$3.24M	Hold	90,039	–	–	0.93%	31
2020 Q2	$3.06M	Hold	90,039	–	–	1.04%	28
2020 Q1	$2.71M	Buy	90,039 +23,911	+36%	+$723K	1.14%	26
2019 Q4	$1.92M	Buy	66,128 +53,796	+436%	+$1.53M	0.61%	37
2019 Q3	$348K	Hold	12,332	–	–	0.12%	89
2019 Q2	$333K	Hold	12,332	–	–	0.12%	97
2019 Q1	$305K	Sell	12,332 -10,889	-47%	-$272K	0.1%	110
2018 Q4	$571K	Buy	+23,221	New	+$547K	0.22%	62

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 22.9% 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

IPG Investment Advisors's IAU Position: Q2 2026 in Review

IPG Investment Advisors increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $159K and bringing the position to 19,621 shares worth $1.48M. The position accounts for 0.21% of the portfolio, ranked #106.

IPG Investment Advisors first reported a position in IAU in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.24M in Q3 2020. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

IPG Investment Advisors held 19,621 shares of iShares Gold Trust worth $1.48M as of Q2 2026.
IPG Investment Advisors bought 1,874 iShares Gold Trust shares in Q2 2026, an estimated $159K.
iShares Gold Trust made up 0.21% of IPG Investment Advisors's portfolio in Q2 2026, its #106 holding.
IPG Investment Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 19 quarters since.
IPG Investment Advisors's iShares Gold Trust position peaked at $3.24M in Q3 2020.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.