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Marex Group’s iShares Gold Trust IAU Stock Holding History

Marex Group’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 		$5.49M Buy
72,665
+55
+0.1% +$4.67K 0.02% 237
2026
Q1 		$6.4M Sell
72,610
-584
-0.8% -$53.6K 0.04% 201
2025
Q4 		$5.94M Sell
73,194
-3,150
-4% -$246K 0.04% 202
2025
Q3 		$5.56M Buy
+76,344
New +$4.98M 0.04% 181
2024
Q1 		– Sell
-11,600
Closed -$453K – 588
2023
Q4 		$453K Buy
+11,600
New +$434K 0.02% 321

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

Marex Group's IAU Position: Q2 2026 in Review

Marex Group increased its iShares Gold Trust (IAU) stake by 0.08% in Q2 2026, buying an estimated $4.67K and bringing the position to 72,665 shares worth $5.49M. The position accounts for 0.02% of the portfolio, ranked #237.

Marex Group first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. The position peaked at $6.4M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Marex Group held 72,665 shares of iShares Gold Trust worth $5.49M as of Q2 2026.
  • Marex Group bought 55 iShares Gold Trust shares in Q2 2026, an estimated $4.67K.
  • iShares Gold Trust made up 0.02% of Marex Group's portfolio in Q2 2026, its #237 holding.
  • Marex Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • Marex Group's iShares Gold Trust position peaked at $6.4M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.