Mercer Global Advisors
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Mercer Global Advisors’s iShares Gold Trust IAU Stock Holding History

Mercer Global Advisors’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 		$60.2M Sell
682,470
-96,687
-12% -$8.87M 0.09% 128
2025
Q4 		$63.3M Buy
779,157
+60,788
+8% +$4.75M 0.1% 127
2025
Q3 		$52.3M Sell
718,369
-162,204
-18% -$10.6M 0.09% 134
2025
Q2 		$54.9M Sell
880,573
-90,495
-9% -$5.61M 0.11% 102
2025
Q1 		$57.3M Sell
971,068
-15,335
-2% -$830K 0.13% 94
2024
Q4 		$48.8M Buy
986,403
+14,935
+2% +$750K 0.12% 99
2024
Q3 		$48.8M Sell
971,468
-21,843
-2% -$1.02M 0.11% 109
2024
Q2 		$42.8M Buy
993,311
+57,611
+6% +$2.55M 0.12% 108
2024
Q1 		$39.4M Buy
935,700
+11,351
+1% +$445K 0.11% 123
2023
Q4 		$36.1M Sell
924,349
-130,353
-12% -$4.88M 0.11% 133
2023
Q3 		$36.9M Sell
1,054,702
-13,534
-1% -$494K 0.14% 100
2023
Q2 		$38.9M Buy
1,068,236
+127,840
+14% +$4.79M 0.15% 99
2023
Q1 		$35.2M Sell
940,396
-67,885
-7% -$2.44M 0.16% 98
2022
Q4 		$34.7M Sell
1,008,281
-43,725
-4% -$1.44M 0.17% 92
2022
Q3 		$33.2M Buy
1,052,006
+58,821
+6% +$1.93M 0.2% 81
2022
Q2 		$34.1M Buy
993,185
+575,904
+138% +$20.5M 0.21% 74
2022
Q1 		$15.4M Sell
417,281
-87,288
-17% -$3.12M 0.09% 165
2021
Q4 		$17.6M Sell
504,569
-81,306
-14% -$2.78M 0.11% 147
2021
Q3 		$19.6M Buy
585,875
+444,269
+314% +$15.1M 0.14% 121
2021
Q2 		$4.77M Sell
141,606
-588,803
-81% -$20.4M 0.04% 334
2021
Q1 		$23.8M Buy
730,409
+428,406
+142% +$14.6M 0.22% 78
2020
Q4 		$11M Buy
302,003
+164,590
+120% +$5.89M 0.14% 114
2020
Q3 		$4.71M Buy
137,413
+122,273
+808% +$4.47M 0.07% 208
2020
Q2 		$514K Sell
15,140
-115,642
-88% -$3.79M 0.01% 675
2020
Q1 		$3.94M Buy
130,782
+111,602
+582% +$3.37M 0.09% 195
2019
Q4 		$556K Buy
19,180
+1,078
+6% +$30.6K 0.01% 696
2019
Q3 		$510K Buy
18,102
+4,472
+33% +$126K 0.01% 688
2019
Q2 		$368K Sell
13,630
-2,483
-15% -$62.2K 0.01% 796
2019
Q1 		$399K Buy
+16,113
New +$402K 0.01% 718

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Mercer Global Advisors's IAU Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $8.87M and leaving 682,470 shares worth $60.2M. The position accounts for 0.09% of the portfolio, ranked #128.

Mercer Global Advisors first reported a position in IAU in Q1 2019 and has held it in 29 quarters since. The position peaked at $63.3M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Mercer Global Advisors held 682,470 shares of iShares Gold Trust worth $60.2M as of Q1 2026.
  • Mercer Global Advisors sold 96,687 iShares Gold Trust shares in Q1 2026, an estimated $8.87M.
  • iShares Gold Trust made up 0.09% of Mercer Global Advisors's portfolio in Q1 2026, its #128 holding.
  • Mercer Global Advisors first reported a position in iShares Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares Gold Trust position peaked at $63.3M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.