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Sageworth Trust’s iShares Gold Trust IAU Stock Holding History

Sageworth Trust’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 		$1.7M Hold
22,496
– – 0.07% 49
2026
Q1 		$1.98M Hold
22,496
– – 0.09% 50
2025
Q4 		$1.83M Hold
22,496
– – 0.08% 47
2025
Q3 		$1.64M Hold
22,496
– – 0.08% 72
2025
Q2 		$1.4M Hold
22,496
– – 0.08% 48
2025
Q1 		$1.33M Hold
22,496
– – 0.08% 41
2024
Q4 		$1.11M Hold
22,496
– – 0.07% 46
2024
Q3 		$1.12M Hold
22,496
– – 0.07% 50
2024
Q2 		$988K Buy
+22,496
New +$994K 0.06% 53
2023
Q2 		– Sell
-18,242
Closed -$682K – 243
2023
Q1 		$682K Sell
18,242
-29,923
-62% -$1.07M 0.05% 56
2022
Q4 		$1.67M Hold
48,165
– – 0.13% 33
2022
Q3 		$1.52M Hold
48,165
– – 0.13% 30
2022
Q2 		$1.65M Hold
48,165
– – 0.14% 26
2022
Q1 		$1.77M Hold
48,165
– – 0.14% 26
2021
Q4 		$1.68M Sell
48,165
-890
-2% -$30.4K 0.13% 26
2021
Q3 		$1.64M Hold
49,055
– – 0.13% 35
2021
Q2 		$1.65M Sell
49,055
-1,719
-3% -$59.4K 0.13% 33
2021
Q1 		$1.65M Sell
50,774
-100,244
-66% -$3.43M 0.14% 32
2020
Q4 		$5.48M Hold
151,018
– – 0.5% 19
2020
Q3 		$5.43M Hold
151,018
– – 0.59% 18
2020
Q2 		$5.13M Buy
151,018
+1,716
+1% +$56.2K 0.57% 18
2020
Q1 		$4.5M Hold
149,302
– – 0.55% 21
2019
Q4 		$4.33M Hold
149,302
– – 0.47% 16
2019
Q3 		$4.21M Hold
149,302
– – 0.49% 17
2019
Q2 		$4.03M Hold
149,302
– – 0.48% 18
2019
Q1 		$3.7M Sell
149,302
-295,698
-66% -$7.39M 0.46% 18
2018
Q4 		$10.9M Buy
+445,000
New +$10.5M 1.45% 9

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

Sageworth Trust's IAU Position: Q2 2026 in Review

Sageworth Trust held its iShares Gold Trust (IAU) position steady in Q2 2026 at 22,496 shares worth $1.7M. The position accounts for 0.07% of the portfolio, ranked #49.

Sageworth Trust first reported a position in IAU in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.9M in Q4 2018. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sageworth Trust held 22,496 shares of iShares Gold Trust worth $1.7M as of Q2 2026.
  • Sageworth Trust left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of Sageworth Trust's portfolio in Q2 2026, its #49 holding.
  • Sageworth Trust first reported a position in iShares Gold Trust in Q4 2018 and has held it in 27 quarters since.
  • Sageworth Trust's iShares Gold Trust position peaked at $10.9M in Q4 2018.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sageworth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.