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Patrick M. Sweeney & Associates’s iShares Gold Trust IAU Stock Holding History

Patrick M. Sweeney & Associates’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
-2,370
Closed -$209K – 176
2026
Q1 		$209K Buy
+2,370
New +$217K 0.13% 163

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

Patrick M. Sweeney & Associates's IAU Position: Q2 2026 in Review

Patrick M. Sweeney & Associates sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,370 shares — an estimated $209K sold.

Patrick M. Sweeney & Associates first reported a position in IAU in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Patrick M. Sweeney & Associates reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Patrick M. Sweeney & Associates sold 2,370 iShares Gold Trust shares in Q2 2026, an estimated $209K.
  • Patrick M. Sweeney & Associates first reported a position in iShares Gold Trust in Q1 2026 and held it in 1 quarter.
  • Patrick M. Sweeney & Associates's iShares Gold Trust position peaked at $209K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.