Ohio Public Employees Retirement System (OPERS)’s iShares Gold Trust IAU Stock Holding History

Ohio Public Employees Retirement System (OPERS)’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	$76.9M	Hold	1,017,800	–	–	0.23%	71
2026 Q1	$89.7M	Buy	1,017,800 +531,100	+109%	+$48.7M	0.29%	58
2025 Q4	$39.5M	Hold	486,700	–	–	0.12%	132
2025 Q3	$35.4M	Hold	486,700	–	–	0.11%	152
2025 Q2	$30.4M	Hold	486,700	–	–	0.1%	180
2025 Q1	$28.7M	Hold	486,700	–	–	0.1%	179
2024 Q4	$24.1M	Hold	486,700	–	–	0.08%	211
2024 Q3	$24.2M	Buy	486,700 +32,000	+7%	+$1.5M	0.1%	195
2024 Q2	$20M	Buy	454,700 +87,900	+24%	+$3.88M	0.08%	215
2024 Q1	$15.4M	Buy	366,800 +64,300	+21%	+$2.52M	0.06%	284
2023 Q4	$11.8M	Buy	302,500 +96,800	+47%	+$3.62M	0.05%	334
2023 Q3	$7.2M	Buy	205,700 +75,200	+58%	+$2.74M	0.03%	440
2023 Q2	$4.75M	Buy	130,500 +44,100	+51%	+$1.65M	0.02%	645
2023 Q1	$3.23M	Buy	+86,400	New	+$3.1M	0.01%	819
2014 Q4	–	Sell	-428,245	Closed	-$10M	–	1792
2014 Q3	$10M	Hold	428,245	–	–	0.06%	344
2014 Q2	$11M	Buy	428,245 +32,046	+8%	+$801K	0.06%	327
2014 Q1	$9.86M	Sell	396,199 -168,709	-30%	-$4.23M	0.06%	342
2013 Q4	$13.2M	Sell	564,908 -234,093	-29%	-$5.78M	0.07%	302
2013 Q3	$20.6M	Hold	799,001	–	–	0.11%	211
2013 Q2	$19.2M	Buy	+799,001	New	+$22M	0.11%	227

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s IAU Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,017,800 shares worth $76.9M. The position accounts for 0.23% of the portfolio, ranked #71.

Ohio Public Employees Retirement System (OPERS) first reported a position in IAU in Q2 2013 and has held it in 20 quarters since. The position peaked at $89.7M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) held 1,017,800 shares of iShares Gold Trust worth $76.9M as of Q2 2026.
Ohio Public Employees Retirement System (OPERS) left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.23% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #71 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in iShares Gold Trust in Q2 2013 and has held it in 20 quarters since.
Ohio Public Employees Retirement System (OPERS)'s iShares Gold Trust position peaked at $89.7M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.