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Johnson Investment Counsel’s iShares Gold Trust IAU Stock Holding History

Johnson Investment Counsel’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 		$3.19M Buy
42,272
+10,211
+32% +$867K 0.02% 237
2026
Q1 		$2.83M Buy
+32,061
New +$2.94M 0.02% 264
2019
Q3 		– Sell
-11,726
Closed -$316K – 619
2019
Q2 		$316K Buy
11,726
+886
+8% +$22.2K 0.01% 496
2019
Q1 		$268K Buy
10,840
+483
+5% +$12.1K 0.01% 532
2018
Q4 		$254K Buy
10,357
+2,290
+28% +$53.9K 0.01% 518
2018
Q3 		$184K Sell
8,067
-139
-2% -$3.23K ﹤0.01% 609
2018
Q2 		$197K Sell
8,206
-387
-5% -$9.7K ﹤0.01% 606
2018
Q1 		$218K Sell
8,593
-8,934
-51% -$228K 0.01% 571
2017
Q4 		$438K Sell
17,527
-109
-0.6% -$2.67K 0.01% 455
2017
Q3 		$434K Sell
17,636
-10,591
-38% -$261K 0.01% 438
2017
Q2 		$674K Buy
28,227
+9,755
+53% +$236K 0.02% 331
2017
Q1 		$443K Buy
18,472
+2,340
+15% +$55K 0.01% 422
2016
Q4 		$357K Buy
16,132
+1,230
+8% +$28.8K 0.01% 447
2016
Q3 		$378K Buy
14,902
+821
+6% +$21.1K 0.01% 413
2016
Q2 		$359K Hold
14,081
– – 0.01% 411
2016
Q1 		$334K Buy
14,081
+1,366
+11% +$31.3K 0.01% 428
2015
Q4 		$260K Sell
12,715
-946
-7% -$20.2K 0.01% 458
2015
Q3 		$294K Sell
13,661
-2,005
-13% -$43.6K 0.01% 439
2015
Q2 		$355K Buy
15,666
+1,390
+10% +$32.1K 0.01% 410
2015
Q1 		$326K Sell
14,276
-326
-2% -$7.68K 0.01% 429
2014
Q4 		$334K Buy
+14,602
New +$339K 0.01% 426
2014
Q2 		– Sell
-5,019
Closed -$124K – 508
2014
Q1 		$124K Buy
+5,019
New +$126K ﹤0.01% 498

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

Johnson Investment Counsel's IAU Position: Q2 2026 in Review

Johnson Investment Counsel increased its iShares Gold Trust (IAU) stake by 32% in Q2 2026, buying an estimated $867K and bringing the position to 42,272 shares worth $3.19M. The position accounts for 0.02% of the portfolio, ranked #237.

Johnson Investment Counsel first reported a position in IAU in Q1 2014 and has held it in 22 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Johnson Investment Counsel held 42,272 shares of iShares Gold Trust worth $3.19M as of Q2 2026.
  • Johnson Investment Counsel bought 10,211 iShares Gold Trust shares in Q2 2026, an estimated $867K.
  • iShares Gold Trust made up 0.02% of Johnson Investment Counsel's portfolio in Q2 2026, its #237 holding.
  • Johnson Investment Counsel first reported a position in iShares Gold Trust in Q1 2014 and has held it in 22 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.