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Operose Advisors’s iShares Gold Trust IAU Stock Holding History

Operose 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
Q2 		$86.5K Sell
1,146
-57
-5% -$4.84K 0.02% 254
2026
Q1 		$106K Buy
1,203
+47
+4% +$4.31K 0.02% 214
2025
Q4 		$93.8K Buy
1,156
+317
+38% +$24.8K 0.02% 225
2025
Q3 		$61.1K Hold
839
– – 0.02% 240
2025
Q2 		$52.3K Hold
839
– – 0.01% 225
2025
Q1 		$49.5K Buy
+839
New +$45.4K 0.02% 211
2023
Q1 		– Sell
-501
Closed -$17.3K – 368
2022
Q4 		$17.3K Sell
501
-392
-44% -$12.9K 0.01% 232
2022
Q3 		$28K Buy
893
+25
+3% +$819 0.02% 190
2022
Q2 		$30K Hold
868
– – 0.02% 173
2022
Q1 		$32K Hold
868
– – 0.02% 179
2021
Q4 		$30K Buy
+868
New +$29.7K 0.02% 169

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

Operose Advisors's IAU Position: Q2 2026 in Review

Operose Advisors reduced its iShares Gold Trust (IAU) stake by 4.7% in Q2 2026, selling an estimated $4.84K and leaving 1,146 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #254.

Operose Advisors first reported a position in IAU in Q4 2021 and has held it in 11 quarters since. The position peaked at $106K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Operose Advisors held 1,146 shares of iShares Gold Trust worth $86.5K as of Q2 2026.
  • Operose Advisors sold 57 iShares Gold Trust shares in Q2 2026, an estimated $4.84K.
  • iShares Gold Trust made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #254 holding.
  • Operose Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 11 quarters since.
  • Operose Advisors's iShares Gold Trust position peaked at $106K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.