Rehmann Capital Advisory Group’s iShares Gold Trust IAU Stock Holding History

Rehmann Capital Advisory 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	$6.58M	Sell	87,075 -19,177	-18%	-$1.63M	0.3%	61
2026 Q1	$9.36M	Sell	106,252 -10,330	-9%	-$948K	0.49%	37
2025 Q4	$9.46M	Sell	116,582 -8,780	-7%	-$687K	0.49%	39
2025 Q3	$9.13M	Buy	125,362 +3,878	+3%	+$253K	0.5%	35
2025 Q2	$7.58M	Sell	121,484 -8,772	-7%	-$544K	0.46%	41
2025 Q1	$7.68M	Sell	130,256 -7,726	-6%	-$418K	0.48%	40
2024 Q4	$6.82M	Sell	137,982 -8,365	-6%	-$420K	0.43%	48
2024 Q3	$7.27M	Sell	146,347 -2,771	-2%	-$130K	0.48%	38
2024 Q2	$6.55M	Sell	149,118 -37,874	-20%	-$1.67M	0.47%	39
2024 Q1	$7.86M	Buy	186,992 +2,018	+1%	+$79.1K	0.59%	31
2023 Q4	$7.22M	Buy	184,974 +15,423	+9%	+$577K	0.6%	29
2023 Q3	$5.93M	Sell	169,551 -529	-0.3%	-$19.3K	0.55%	34
2023 Q2	$6.19M	Sell	170,080 -3,676	-2%	-$138K	0.55%	33
2023 Q1	$6.49M	Sell	173,756 -3,134	-2%	-$112K	0.61%	35
2022 Q4	$6.12M	Buy	176,890 +96,445	+120%	+$3.17M	0.63%	32
2022 Q3	$2.54M	Sell	80,445 -137,830	-63%	-$4.52M	0.28%	73
2022 Q2	$7.49M	Buy	218,275 +818	+0.4%	+$29.1K	0.82%	24
2022 Q1	$8.08M	Buy	217,457 +17,013	+8%	+$608K	0.77%	27
2021 Q4	$6.96M	Buy	200,444 +5,524	+3%	+$189K	0.65%	32
2021 Q3	$6.5M	Buy	194,920 +12,395	+7%	+$422K	0.62%	31
2021 Q2	$6.14M	Buy	182,525 +3,606	+2%	+$125K	0.59%	30
2021 Q1	$5.83M	Buy	178,919 +82,777	+86%	+$2.83M	0.6%	29
2020 Q4	$3.49M	Buy	96,142 +17,576	+22%	+$629K	0.39%	50
2020 Q3	$2.83M	Buy	78,566 +1,020	+1%	+$37.2K	0.36%	58
2020 Q2	$2.64M	Sell	77,546 -4,360	-5%	-$143K	0.36%	56
2020 Q1	$2.47M	Buy	+81,906	New	+$2.48M	0.4%	42
2019 Q3	$3.04M	Buy	107,805 +4,199	+4%	+$118K	0.37%	33
2019 Q2	$2.8M	Buy	103,606 +2,954	+3%	+$74K	0.34%	50
2019 Q1	$2.49M	Buy	100,652 +5,259	+6%	+$131K	0.34%	45
2018 Q4	$2.34M	Buy	95,393 +9,243	+11%	+$218K	0.35%	35
2018 Q3	$1.97M	Sell	86,150 -22,940	-21%	-$533K	0.27%	58
2018 Q2	$2.62M	Sell	109,090 -1,557	-1%	-$39K	0.38%	46
2018 Q1	$2.82M	Sell	110,647 -2,323	-2%	-$59.3K	0.44%	40
2017 Q4	$2.83M	Sell	112,970 -4,002	-3%	-$98.2K	0.48%	40
2017 Q3	$2.88M	Sell	116,972 -1,319	-1%	-$32.4K	0.52%	39
2017 Q2	$2.83M	Sell	118,291 -16,424	-12%	-$398K	0.54%	36
2017 Q1	$3.24M	Buy	134,715 +5,187	+4%	+$122K	0.54%	39
2016 Q4	$2.87M	Buy	129,528 +187	+0.1%	+$4.39K	0.53%	44
2016 Q3	$3.28M	Sell	129,341 -4,916	-4%	-$127K	0.64%	37
2016 Q2	$3.43M	Buy	134,257 +25,662	+24%	+$624K	0.64%	38
2016 Q1	$2.58M	Buy	+108,595	New	+$2.48M	0.5%	46

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

Rehmann Capital Advisory Group's IAU Position: Q2 2026 in Review

Rehmann Capital Advisory Group reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2026, selling an estimated $1.63M and leaving 87,075 shares worth $6.58M. The position accounts for 0.3% of the portfolio, ranked #61.

Rehmann Capital Advisory Group first reported a position in IAU in Q1 2016 and has held it in 41 quarters since. The position peaked at $9.46M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Rehmann Capital Advisory Group held 87,075 shares of iShares Gold Trust worth $6.58M as of Q2 2026.
Rehmann Capital Advisory Group sold 19,177 iShares Gold Trust shares in Q2 2026, an estimated $1.63M.
iShares Gold Trust made up 0.3% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #61 holding.
Rehmann Capital Advisory Group first reported a position in iShares Gold Trust in Q1 2016 and has held it in 41 quarters since.
Rehmann Capital Advisory Group's iShares Gold Trust position peaked at $9.46M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.