LPL Financial’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $827M | Buy |
10,952,646
+772,726
| +8% | +$65.6M | 0.19% | 107 |
|
|
2026
Q1 | $897M | Sell |
10,179,920
-3,562,366
| -26% | -$327M | 0.24% | 86 |
|
|
2025
Q4 | $1.12B | Buy |
13,742,286
+203,528
| +2% | +$15.9M | 0.3% | 60 |
|
|
2025
Q3 | $985M | Buy |
13,538,758
+2,637,857
| +24% | +$172M | 0.29% | 65 |
|
|
2025
Q2 | $680M | Sell |
10,900,901
-281,941
| -3% | -$17.5M | 0.23% | 97 |
|
|
2025
Q1 | $659M | Buy |
11,182,842
+2,552,405
| +30% | +$138M | 0.26% | 87 |
|
|
2024
Q4 | $427M | Buy |
8,630,437
+2,253,090
| +35% | +$113M | 0.17% | 118 |
|
|
2024
Q3 | $317M | Buy |
6,377,347
+17,985
| +0.3% | +$842K | 0.14% | 137 |
|
|
2024
Q2 | $279M | Sell |
6,359,362
-699,649
| -10% | -$30.9M | 0.14% | 139 |
|
|
2024
Q1 | $297M | Buy |
7,059,011
+89,671
| +1% | +$3.52M | 0.16% | 123 |
|
|
2023
Q4 | $272M | Buy |
6,969,340
+49,192
| +0.7% | +$1.84M | 0.16% | 120 |
|
|
2023
Q3 | $242M | Sell |
6,920,148
-101,670
| -1% | -$3.71M | 0.17% | 117 |
|
|
2023
Q2 | $256M | Buy |
7,021,818
+299,765
| +4% | +$11.2M | 0.18% | 111 |
|
|
2023
Q1 | $251M | Sell |
6,722,053
-122,580
| -2% | -$4.4M | 0.2% | 105 |
|
|
2022
Q4 | $237M | Sell |
6,844,633
-79,541
| -1% | -$2.61M | 0.2% | 106 |
|
|
2022
Q3 | $218M | Buy |
6,924,174
+548,051
| +9% | +$18M | 0.21% | 100 |
|
|
2022
Q2 | $219M | Buy |
+6,376,123
| New | +$227M | 0.21% | 99 |
|
|
2022
Q1 | – | Sell |
-5,985,268
| Closed | -$208M | – | 4296 |
|
|
2021
Q4 | $208M | Buy |
5,985,268
+147,279
| +3% | +$5.03M | 0.17% | 109 |
|
|
2021
Q3 | $195M | Buy |
5,837,989
+382,328
| +7% | +$13M | 0.18% | 109 |
|
|
2021
Q2 | $184M | Buy |
5,455,661
+90,841
| +2% | +$3.14M | 0.19% | 107 |
|
|
2021
Q1 | $174M | Buy |
5,364,820
+509,782
| +11% | +$17.4M | 0.2% | 105 |
|
|
2020
Q4 | $176M | Buy |
4,855,038
+711,907
| +17% | +$25.5M | 0.23% | 89 |
|
|
2020
Q3 | $149M | Buy |
4,143,131
+577,451
| +16% | +$21.1M | 0.23% | 85 |
|
|
2020
Q2 | $121M | Buy |
3,565,680
+308,337
| +9% | +$10.1M | 0.21% | 96 |
|
|
2020
Q1 | $98.2M | Buy |
3,257,343
+1,088,682
| +50% | +$32.9M | 0.21% | 90 |
|
|
2019
Q4 | $62.9M | Sell |
2,168,661
-311,140
| -13% | -$8.82M | 0.11% | 163 |
|
|
2019
Q3 | $69.9M | Buy |
2,479,801
+644,594
| +35% | +$18.2M | 0.14% | 129 |
|
|
2019
Q2 | $49.6M | Buy |
1,835,207
+281,494
| +18% | +$7.06M | 0.11% | 177 |
|
|
2019
Q1 | $38.5M | Buy |
1,553,713
+45,382
| +3% | +$1.13M | 0.09% | 204 |
|
|
2018
Q4 | $37.1M | Buy |
1,508,331
+28,914
| +2% | +$681K | 0.1% | 185 |
|
|
2018
Q3 | $33.8M | Sell |
1,479,417
-34,633
| -2% | -$805K | 0.08% | 211 |
|
|
2018
Q2 | $36.4M | Sell |
1,514,050
-148,143
| -9% | -$3.71M | 0.1% | 182 |
|
|
2018
Q1 | $42.3M | Buy |
1,662,193
+116,708
| +8% | +$2.98M | 0.12% | 159 |
|
|
2017
Q4 | $38.7M | Buy |
1,545,485
+67,699
| +5% | +$1.66M | 0.12% | 159 |
|
|
2017
Q3 | $36.4M | Buy |
1,477,786
+18,687
| +1% | +$460K | 0.13% | 147 |
|
|
2017
Q2 | $34.8M | Buy |
1,459,099
+941,661
| +182% | +$22.8M | 0.13% | 145 |
|
|
2017
Q1 | $12.5M | Buy |
+517,438
| New | +$12.2M | 0.09% | 203 |
|
|
2016
Q2 | – | Sell |
-6,045,564
| Closed | -$144M | – | 2782 |
|
|
2016
Q1 | $144M | Buy |
6,045,564
+4,862,396
| +411% | +$111M | 0.4% | 49 |
|
|
2015
Q4 | $24.6M | Buy |
1,183,168
+290,649
| +33% | +$6.2M | 0.07% | 235 |
|
|
2015
Q3 | $19.6M | Sell |
892,519
-2,148,402
| -71% | -$46.7M | 0.11% | 174 |
|
|
2015
Q2 | $68.7M | Sell |
3,040,921
-6,880
| -0.2% | -$159K | 0.35% | 66 |
|
|
2015
Q1 | $71M | Buy |
3,047,801
+2,136,039
| +234% | +$50.4M | 0.36% | 54 |
|
|
2014
Q4 | $20.9M | Sell |
911,762
-57,863
| -6% | -$1.35M | 0.11% | 172 |
|
|
2014
Q3 | $22.8M | Sell |
969,625
-65,153
| -6% | -$1.62M | 0.14% | 154 |
|
|
2014
Q2 | $26.7M | Buy |
1,034,778
+29,313
| +3% | +$733K | 0.16% | 138 |
|
|
2014
Q1 | $25M | Sell |
1,005,465
-57,605
| -5% | -$1.45M | 0.15% | 140 |
|
|
2013
Q4 | $24.8M | Sell |
1,063,070
-139,343
| -12% | -$3.44M | 0.16% | 138 |
|
|
2013
Q3 | $29.7M | Sell |
1,202,413
-87,528
| -7% | -$2.26M | 0.2% | 102 |
|
|
2013
Q2 | $30.9M | Buy |
+1,289,941
| New | +$35.5M | 0.22% | 88 |
|
Other funds holding IAU
LPL Financial's IAU Position: Q2 2026 in Review
LPL Financial increased its iShares Gold Trust (IAU) stake by 7.6% in Q2 2026, buying an estimated $65.6M and bringing the position to 10,952,646 shares worth $827M. The position accounts for 0.19% of the portfolio, ranked #107.
LPL Financial first reported a position in IAU in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.12B in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- LPL Financial held 10,952,646 shares of iShares Gold Trust worth $827M as of Q2 2026.
- LPL Financial bought 772,726 iShares Gold Trust shares in Q2 2026, an estimated $65.6M.
- iShares Gold Trust made up 0.19% of LPL Financial's portfolio in Q2 2026, its #107 holding.
- LPL Financial first reported a position in iShares Gold Trust in Q2 2013 and has held it in 49 quarters since.
- LPL Financial's iShares Gold Trust position peaked at $1.12B in Q4 2025.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.