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Riggs Asset Management’s iShares Gold Trust IAU Stock Holding History

Riggs Asset Management’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 		$749K Sell
9,915
-15,306
-61% -$1.3M 0.13% 84
2026
Q1 		$2.22M Sell
25,221
-3,760
-13% -$345K 0.46% 62
2025
Q4 		$2.35M Buy
28,981
+415
+1% +$32.5K 0.47% 63
2025
Q3 		$2.08M Buy
28,566
+9,790
+52% +$639K 0.45% 65
2025
Q2 		$1.17M Buy
18,776
+860
+5% +$53.3K 0.29% 69
2025
Q1 		$1.06M Buy
17,916
+647
+4% +$35K 0.3% 71
2024
Q4 		$850K Buy
17,269
+212
+1% +$10.7K 0.23% 66
2024
Q3 		$848K Buy
17,057
+279
+2% +$13.1K 0.23% 70
2024
Q2 		$737K Sell
16,778
-226
-1% -$9.99K 0.22% 65
2024
Q1 		$714K Sell
17,004
-333
-2% -$13.1K 0.21% 66
2023
Q4 		$677K Buy
17,337
+3,191
+23% +$119K 0.22% 70
2023
Q3 		$495K Sell
14,146
-2,542
-15% -$92.8K 0.18% 72
2023
Q2 		$607K Sell
16,688
-778
-4% -$29.2K 0.21% 70
2023
Q1 		$653K Buy
+17,466
New +$627K 0.25% 71
2022
Q3 		– Sell
-170
Closed -$6K – 334
2022
Q2 		$6K Hold
170
– – ﹤0.01% 228
2022
Q1 		$6K Hold
170
– – ﹤0.01% 247
2021
Q4 		$6K Hold
170
– – ﹤0.01% 263
2021
Q3 		$6K Hold
170
– – ﹤0.01% 253
2021
Q2 		$6K Sell
170
-2,389
-93% -$82.6K ﹤0.01% 250
2021
Q1 		$83K Sell
2,559
-17,362
-87% -$593K 0.03% 132
2020
Q4 		$722K Sell
19,921
-25,024
-56% -$896K 0.22% 56
2020
Q3 		$1.62M Buy
44,945
+88
+0.2% +$3.21K 0.68% 37
2020
Q2 		$1.52M Buy
44,857
+163
+0.4% +$5.34K 0.62% 43
2020
Q1 		$1.35M Sell
44,694
-1,202
-3% -$36.3K 0.87% 34
2019
Q4 		$1.33M Buy
45,896
+1,486
+3% +$42.1K 0.54% 40
2019
Q3 		$1.25M Sell
44,410
-199
-0.4% -$5.61K 0.64% 35
2019
Q2 		$1.2M Buy
44,609
+22,512
+102% +$564K 0.67% 33
2019
Q1 		$547K Buy
22,097
+347
+2% +$8.67K 0.37% 30
2018
Q4 		$535K Buy
+21,750
New +$512K 0.39% 34
2016
Q3 		– Sell
-24,285
Closed -$620K – 266
2016
Q2 		$620K Buy
+24,285
New +$590K 0.33% 43

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

Riggs Asset Management's IAU Position: Q2 2026 in Review

Riggs Asset Management reduced its iShares Gold Trust (IAU) stake by 61% in Q2 2026, selling an estimated $1.3M and leaving 9,915 shares worth $749K. The position accounts for 0.13% of the portfolio, ranked #84.

Riggs Asset Management first reported a position in IAU in Q2 2016 and has held it in 30 quarters since. The position peaked at $2.35M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Riggs Asset Management held 9,915 shares of iShares Gold Trust worth $749K as of Q2 2026.
  • Riggs Asset Management sold 15,306 iShares Gold Trust shares in Q2 2026, an estimated $1.3M.
  • iShares Gold Trust made up 0.13% of Riggs Asset Management's portfolio in Q2 2026, its #84 holding.
  • Riggs Asset Management first reported a position in iShares Gold Trust in Q2 2016 and has held it in 30 quarters since.
  • Riggs Asset Management's iShares Gold Trust position peaked at $2.35M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Riggs Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.