RSWM
IAU icon

Robertson Stephens Wealth Management’s iShares Gold Trust IAU Stock Holding History

Robertson Stephens Wealth 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 		$1.45M Buy
19,225
+346
+2% +$29.4K 0.04% 256
2026
Q1 		$1.66M Sell
18,879
-1,559
-8% -$143K 0.05% 229
2025
Q4 		$1.66M Buy
20,438
+1,110
+6% +$86.8K 0.04% 237
2025
Q3 		$1.41M Sell
19,328
-19,723
-51% -$1.29M 0.04% 216
2025
Q2 		$2.44M Sell
39,051
-2,344
-6% -$145K 0.08% 168
2025
Q1 		$2.44M Buy
41,395
+14,265
+53% +$772K 0.08% 176
2024
Q4 		$1.34M Buy
27,130
+9,013
+50% +$453K 0.05% 232
2024
Q3 		$900K Sell
18,117
-2,820
-13% -$132K 0.03% 297
2024
Q2 		$920K Sell
20,937
-26,188
-56% -$1.16M 0.05% 237
2024
Q1 		$1.98M Buy
47,125
+8,504
+22% +$333K 0.11% 157
2023
Q4 		$1.51M Hold
38,621
– – 0.09% 176
2023
Q3 		$1.35M Buy
+38,621
New +$1.41M 0.09% 170
2021
Q1 		– Sell
-9,915
Closed -$359K – 288
2020
Q4 		$359K Buy
9,915
+3,579
+56% +$128K 0.08% 168
2020
Q3 		$227K Hold
6,336
– – 0.06% 211
2020
Q2 		$215K Buy
+6,336
New +$208K 0.06% 175

Other funds holding IAU

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Robertson Stephens Wealth Management's IAU Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, buying an estimated $29.4K and bringing the position to 19,225 shares worth $1.45M. The position accounts for 0.04% of the portfolio, ranked #256.

Robertson Stephens Wealth Management first reported a position in IAU in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.44M in Q1 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Robertson Stephens Wealth Management held 19,225 shares of iShares Gold Trust worth $1.45M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 346 iShares Gold Trust shares in Q2 2026, an estimated $29.4K.
  • iShares Gold Trust made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Robertson Stephens Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 15 quarters since.
  • Robertson Stephens Wealth Management's iShares Gold Trust position peaked at $2.44M in Q1 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.