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Rathbones Group’s iShares Gold Trust IAU Stock Holding History

Rathbones Group’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 		$3.83M Sell
50,740
-2,390
-4% -$203K 0.01% 242
2026
Q1 		$4.68M Sell
53,130
-1,298
-2% -$119K 0.02% 213
2025
Q4 		$4.42M Sell
54,428
-4,842
-8% -$379K 0.02% 226
2025
Q3 		$4.31M Sell
59,270
-357
-0.6% -$23.3K 0.02% 229
2025
Q2 		$3.72M Buy
59,627
+648
+1% +$40.2K 0.02% 238
2025
Q1 		$3.48M Sell
58,979
-8,632
-13% -$467K 0.02% 228
2024
Q4 		$3.35M Buy
67,611
+620
+0.9% +$31.2K 0.02% 235
2024
Q3 		$3.33M Sell
66,991
-4,244
-6% -$199K 0.02% 229
2024
Q2 		$3.13M Buy
71,235
+4,405
+7% +$195K 0.02% 226
2024
Q1 		$2.81M Sell
66,830
-5,645
-8% -$221K 0.02% 231
2023
Q4 		$2.83M Buy
72,475
+22,445
+45% +$840K 0.02% 223
2023
Q3 		$1.75M Buy
+50,030
New +$1.83M 0.01% 265

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

Rathbones Group's IAU Position: Q2 2026 in Review

Rathbones Group reduced its iShares Gold Trust (IAU) stake by 4.5% in Q2 2026, selling an estimated $203K and leaving 50,740 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #242.

Rathbones Group first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.68M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Rathbones Group held 50,740 shares of iShares Gold Trust worth $3.83M as of Q2 2026.
  • Rathbones Group sold 2,390 iShares Gold Trust shares in Q2 2026, an estimated $203K.
  • iShares Gold Trust made up 0.01% of Rathbones Group's portfolio in Q2 2026, its #242 holding.
  • Rathbones Group first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Rathbones Group's iShares Gold Trust position peaked at $4.68M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.