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NewEdge Wealth’s iShares Gold Trust IAU Stock Holding History

NewEdge Wealth’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 		– Sell
-72,500
Closed -$6.39M – 1253
2026
Q1 		$6.39M Hold
72,500
– – 0.08% 182
2025
Q4 		$103K Hold
72,500
– – ﹤0.01% 1175
2025
Q3 		$268K Buy
+72,500
New +$4.73M ﹤0.01% 907

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

NewEdge Wealth's IAU Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Gold Trust (IAU) stake by 1.3% in Q2 2026, selling an estimated $145K and leaving 127,922 shares worth $9.66M. The position accounts for 0.1% of the portfolio, ranked #149.

NewEdge Wealth first reported a position in IAU in Q1 2021 and has held it in 19 quarters since. The position peaked at $12.5M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • NewEdge Wealth held 127,922 shares of iShares Gold Trust worth $9.66M as of Q2 2026.
  • NewEdge Wealth sold 1,710 iShares Gold Trust shares in Q2 2026, an estimated $145K.
  • iShares Gold Trust made up 0.1% of NewEdge Wealth's portfolio in Q2 2026, its #149 holding.
  • NewEdge Wealth first reported a position in iShares Gold Trust in Q1 2021 and has held it in 19 quarters since.
  • NewEdge Wealth's iShares Gold Trust position peaked at $12.5M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.