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MassMutual Private Wealth & Trust’s iShares Gold Trust IAU Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.53M Hold
20,276
– – 0.04% 214
2026
Q1 		$1.79M Sell
20,276
-8,454
-29% -$775K 0.05% 204
2025
Q4 		$2.33M Sell
28,730
-152
-0.5% -$11.9K 0.06% 186
2025
Q3 		$2.1M Sell
28,882
-387
-1% -$25.2K 0.05% 196
2025
Q2 		$1.83M Sell
29,269
-423
-1% -$26.2K 0.05% 205
2025
Q1 		$1.75M Buy
29,692
+22
+0.1% +$1.19K 0.05% 209
2024
Q4 		$1.47M Buy
29,670
+1,057
+4% +$53.1K 0.04% 222
2024
Q3 		$1.42M Buy
28,613
+338
+1% +$15.8K 0.04% 216
2024
Q2 		$1.24M Sell
28,275
-1,434
-5% -$63.4K 0.04% 223
2024
Q1 		$1.25M Sell
29,709
-366
-1% -$14.3K 0.04% 227
2023
Q4 		$1.17M Sell
30,075
-10,462
-26% -$391K 0.04% 223
2023
Q3 		$1.42M Sell
40,537
-22,939
-36% -$837K 0.05% 206
2023
Q2 		$2.31M Sell
63,476
-53,478
-46% -$2M 0.08% 181
2023
Q1 		$4.37M Sell
116,954
-22,529
-16% -$809K 0.17% 128
2022
Q4 		$4.83M Sell
139,483
-71,678
-34% -$2.35M 0.2% 123
2022
Q3 		$6.66M Sell
211,161
-54,222
-20% -$1.78M 0.3% 94
2022
Q2 		$9.11M Sell
265,383
-112,619
-30% -$4.01M 0.39% 69
2022
Q1 		$13.9M Sell
378,002
-100,527
-21% -$3.59M 0.53% 48
2021
Q4 		$16.7M Sell
478,529
-146,605
-23% -$5.01M 0.62% 38
2021
Q3 		$20.9M Buy
625,134
+50,031
+9% +$1.7M 0.86% 35
2021
Q2 		$19.4M Sell
575,103
-6,709
-1% -$232K 0.82% 36
2021
Q1 		$18.9M Buy
581,812
+22,729
+4% +$777K 0.89% 29
2020
Q4 		$20.3M Buy
559,083
+550,520
+6,429% +$19.7M 1.04% 25
2020
Q3 		$308K Buy
8,563
+7,855
+1,109% +$287K 0.02% 308
2020
Q2 		$24K Buy
+708
New +$23.2K ﹤0.01% 458
2019
Q4 		– Sell
-700
Closed -$20K – 841
2019
Q3 		$20K Hold
700
– – ﹤0.01% 514
2019
Q2 		$19K Sell
700
-913
-57% -$22.9K ﹤0.01% 500
2019
Q1 		$39.9K Buy
1,613
+913
+130% +$22.8K ﹤0.01% 448
2018
Q4 		$17.2K Sell
700
-3,577
-84% -$84.2K ﹤0.01% 502
2018
Q3 		$97.8K Buy
4,277
+2,825
+195% +$65.6K 0.01% 383
2018
Q2 		$34.9K Hold
1,452
– – ﹤0.01% 444
2018
Q1 		$37K Sell
1,452
-71
-5% -$1.81K ﹤0.01% 436
2017
Q4 		$38.1K Buy
+1,523
New +$37.4K ﹤0.01% 469
2015
Q4 		– Sell
-14,325
Closed -$335K – 882
2015
Q3 		$335K Buy
14,325
+550
+4% +$12K 0.07% 223
2015
Q2 		$355K Sell
13,775
-13,110
-49% -$303K 0.08% 207
2015
Q1 		$616K Buy
+26,885
New +$634K 0.1% 194
2014
Q4 		– Sell
-14,325
Closed -$335K – 679
2014
Q3 		$335K Buy
14,325
+14,100
+6,267% +$350K 0.07% 220
2014
Q2 		$5.8K Hold
225
– – ﹤0.01% 424
2014
Q1 		$5.6K Hold
225
– – ﹤0.01% 405
2013
Q4 		$5.26K Buy
+225
New +$5.56K ﹤0.01% 354

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MassMutual Private Wealth & Trust's IAU Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 20,276 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #214.

MassMutual Private Wealth & Trust first reported a position in IAU in Q4 2013 and has held it in 40 quarters since. The position peaked at $20.9M in Q3 2021. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • MassMutual Private Wealth & Trust held 20,276 shares of iShares Gold Trust worth $1.53M as of Q2 2026.
  • MassMutual Private Wealth & Trust left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #214 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Gold Trust in Q4 2013 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's iShares Gold Trust position peaked at $20.9M in Q3 2021.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.