Miller Global Investments’s iShares Gold Trust IAU Stock Holding History

Miller Global Investments’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	$36.2K	Buy	+480	New	+$40.7K	0.03%	202

Other funds holding IAU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Miller Global Investments's IAU Position: Q2 2026 in Review

Miller Global Investments opened a new position in iShares Gold Trust (IAU) in Q2 2026: 480 shares worth $36.2K. The stake represents 0.03% of the portfolio and ranks #202 among its holdings.

1,168 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Miller Global Investments held 480 shares of iShares Gold Trust worth $36.2K as of Q2 2026.
iShares Gold Trust was a new Miller Global Investments position in Q2 2026.
iShares Gold Trust made up 0.03% of Miller Global Investments's portfolio in Q2 2026, its #202 holding.
1,168 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Miller Global Investments's 13F filing for Q2 2026, filed 1 Jul 2026.