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Polaris Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Polaris Investment 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 		$1.05M Sell
13,943
-4,585
-25% -$389K 0.67% 30
2026
Q1 		$1.63M Sell
18,528
-11,486
-38% -$1.05M 1.19% 21
2025
Q4 		$2.44M Buy
+30,014
New +$2.35M 1.76% 17

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

Polaris Investment Advisors's IAU Position: Q2 2026 in Review

Polaris Investment Advisors reduced its iShares Gold Trust (IAU) stake by 25% in Q2 2026, selling an estimated $389K and leaving 13,943 shares worth $1.05M. The position accounts for 0.67% of the portfolio, ranked #30.

Polaris Investment Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.44M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Polaris Investment Advisors held 13,943 shares of iShares Gold Trust worth $1.05M as of Q2 2026.
  • Polaris Investment Advisors sold 4,585 iShares Gold Trust shares in Q2 2026, an estimated $389K.
  • iShares Gold Trust made up 0.67% of Polaris Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Polaris Investment Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Polaris Investment Advisors's iShares Gold Trust position peaked at $2.44M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Polaris Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.