LPL Financial
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LPL Financial’s iShares Gold Trust IAU Stock Holding History

LPL Financial’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
2024
Q4 		– Sell
-4,500
Closed -$224K – 5362
2024
Q3 		$224K Sell
4,500
-300
-6% -$14K ﹤0.01% 4651
2024
Q2 		$211K Buy
+4,800
New +$212K ﹤0.01% 4529

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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. 1,914 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.
  • 1,914 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.