JP Morgan Chase
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JP Morgan Chase’s iShares Gold Trust IAU Stock Holding History

JP Morgan Chase’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
Q1 		– Sell
-45,000
Closed -$3.65M – 7705
2025
Q4 		$3.65M Buy
+45,000
New +$3.52M ﹤0.01% 3600
2023
Q3 		– Sell
-3,700
Closed -$135K – 7577
2023
Q2 		$135K Hold
3,700
– – ﹤0.01% 5314
2023
Q1 		$138K Buy
+3,700
New +$133K ﹤0.01% 5272

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 22.9% 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

JP Morgan Chase's IAU Position: Q2 2026 in Review

JP Morgan Chase reduced its iShares Gold Trust (IAU) stake by 38% in Q2 2026, selling an estimated $285M and leaving 5,503,613 shares worth $416M. The position accounts for 0.02% of the portfolio, ranked #503.

JP Morgan Chase first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $961M in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • JP Morgan Chase held 5,503,613 shares of iShares Gold Trust worth $416M as of Q2 2026.
  • JP Morgan Chase sold 3,361,721 iShares Gold Trust shares in Q2 2026, an estimated $285M.
  • iShares Gold Trust made up 0.02% of JP Morgan Chase's portfolio in Q2 2026, its #503 holding.
  • JP Morgan Chase first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's iShares Gold Trust position peaked at $961M in Q4 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.