MWM
IAU icon

Modera Wealth Management’s iShares Gold Trust IAU Stock Holding History

Modera Wealth Management’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 		$4.61M Sell
61,013
-2,750
-4% -$233K 0.05% 193
2026
Q1 		$5.62M Sell
63,763
-269
-0.4% -$24.7K 0.07% 169
2025
Q4 		$5.2M Buy
64,032
+1,941
+3% +$152K 0.06% 183
2025
Q3 		$4.52M Sell
62,091
-1,184
-2% -$77.2K 0.05% 190
2025
Q2 		$3.95M Buy
63,275
+667
+1% +$41.3K 0.05% 202
2025
Q1 		$3.69M Buy
62,608
+2,397
+4% +$130K 0.05% 200
2024
Q4 		$2.98M Sell
60,211
-3,913
-6% -$197K 0.04% 215
2024
Q3 		$3.19M Buy
64,124
+942
+1% +$44.1K 0.04% 200
2024
Q2 		$2.78M Sell
63,182
-535
-0.8% -$23.6K 0.04% 198
2024
Q1 		$2.68M Sell
63,717
-2,391
-4% -$93.7K 0.04% 201
2023
Q4 		$2.58M Buy
66,108
+223
+0.3% +$8.34K 0.04% 204
2023
Q3 		$2.31M Buy
65,885
+3,965
+6% +$145K 0.04% 205
2023
Q2 		$2.25M Buy
61,920
+25,250
+69% +$947K 0.04% 211
2023
Q1 		$1.37M Sell
36,670
-795
-2% -$28.5K 0.05% 124
2022
Q4 		$1.3M Sell
37,465
-220
-0.6% -$7.22K 0.05% 127
2022
Q3 		$1.19M Buy
37,685
+1,875
+5% +$61.4K 0.06% 123
2022
Q2 		$1.23M Buy
35,810
+921
+3% +$32.8K 0.06% 127
2022
Q1 		$1.28M Buy
34,889
+6,091
+21% +$218K 0.06% 137
2021
Q4 		$1M Buy
28,798
+206
+0.7% +$7.04K 0.04% 174
2021
Q3 		$955K Buy
28,592
+191
+0.7% +$6.51K 0.05% 111
2021
Q2 		$957K Buy
28,401
+600
+2% +$20.7K 0.05% 106
2021
Q1 		$904K Buy
27,801
+198
+0.7% +$6.77K 0.06% 102
2020
Q4 		$1M Buy
27,603
+235
+0.9% +$8.41K 0.08% 92
2020
Q3 		$985K Sell
27,368
-125
-0.5% -$4.57K 0.15% 57
2020
Q2 		$934K Sell
27,493
-1,428
-5% -$46.8K 0.15% 57
2020
Q1 		$872K Sell
28,921
-3,403
-11% -$103K 0.18% 57
2019
Q4 		$937K Sell
32,324
-1,328
-4% -$37.7K 0.15% 51
2019
Q3 		$949K Sell
33,652
-874
-3% -$24.7K 0.16% 53
2019
Q2 		$932K Sell
34,526
-4,243
-11% -$106K 0.17% 52
2019
Q1 		$960K Buy
38,769
+468
+1% +$11.7K 0.18% 49
2018
Q4 		$941K Sell
38,301
-4,410
-10% -$104K 0.19% 47
2018
Q3 		$976K Sell
42,711
-2,750
-6% -$63.9K 0.2% 47
2018
Q2 		$1.09M Sell
45,461
-9,347
-17% -$234K 0.23% 37
2018
Q1 		$1.4M Sell
54,808
-339
-0.6% -$8.65K 0.29% 33
2017
Q4 		$1.38M Sell
55,147
-16,099
-23% -$395K 0.3% 30
2017
Q3 		$1.75M Sell
71,246
-5,851
-8% -$144K 0.4% 23
2017
Q2 		$1.84M Buy
77,097
+3,604
+5% +$87.2K 0.45% 22
2017
Q1 		$1.76M Sell
73,493
-5,967
-8% -$140K 0.44% 22
2016
Q4 		$1.76M Sell
79,460
-3,580
-4% -$84K 0.59% 18
2016
Q3 		$2.11M Sell
83,040
-2,357
-3% -$60.7K 0.71% 15
2016
Q2 		$2.18M Sell
85,397
-14,475
-14% -$352K 0.76% 14
2016
Q1 		$2.37M Sell
99,872
-10,029
-9% -$229K 0.83% 13
2015
Q4 		$2.25M Sell
109,901
-985
-0.9% -$21K 0.89% 15
2015
Q3 		$2.39M Sell
110,886
-11,161
-9% -$243K 1% 14
2015
Q2 		$2.77M Sell
122,047
-5,779
-5% -$133K 1.09% 15
2015
Q1 		$2.93M Sell
127,826
-11,016
-8% -$260K 1.14% 14
2014
Q4 		$3.18M Sell
138,842
-20,128
-13% -$468K 1.23% 15
2014
Q3 		$3.72M Sell
158,970
-17,718
-10% -$440K 1.57% 12
2014
Q2 		$4.55M Buy
176,688
+45,260
+34% +$1.13M 2.07% 12
2014
Q1 		$3.27M Sell
131,428
-15,362
-10% -$385K 1.3% 12
2013
Q4 		$3.43M Buy
146,790
+16,843
+13% +$416K 1.3% 12
2013
Q3 		$3.35M Buy
129,947
+36,216
+39% +$935K 1.61% 10
2013
Q2 		$2.25M Buy
+93,731
New +$2.58M 1.16% 12

Other funds holding IAU

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Modera Wealth Management's IAU Position: Q2 2026 in Review

Modera Wealth Management reduced its iShares Gold Trust (IAU) stake by 4.3% in Q2 2026, selling an estimated $233K and leaving 61,013 shares worth $4.61M. The position accounts for 0.05% of the portfolio, ranked #193.

Modera Wealth Management first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.62M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Modera Wealth Management held 61,013 shares of iShares Gold Trust worth $4.61M as of Q2 2026.
  • Modera Wealth Management sold 2,750 iShares Gold Trust shares in Q2 2026, an estimated $233K.
  • iShares Gold Trust made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Modera Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Modera Wealth Management's iShares Gold Trust position peaked at $5.62M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.