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Salomon & Ludwin’s iShares Gold Trust IAU Stock Holding History

Salomon & Ludwin’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 		$33.3K Hold
438
– – ﹤0.01% 786
2026
Q1 		$38.5K Hold
438
– – ﹤0.01% 632
2025
Q4 		$36.7K Hold
438
– – ﹤0.01% 513
2025
Q3 		$32.1K Hold
438
– – ﹤0.01% 541
2025
Q2 		$27.7K Sell
438
-58
-12% -$3.59K ﹤0.01% 339
2025
Q1 		$29.2K Hold
496
– – ﹤0.01% 312
2024
Q4 		$24.6K Hold
496
– – ﹤0.01% 325
2024
Q3 		$24.7K Hold
496
– – ﹤0.01% 341
2024
Q2 		$21.8K Sell
496
-534
-52% -$23.6K ﹤0.01% 355
2024
Q1 		$43.3K Buy
1,030
+117
+13% +$4.59K ﹤0.01% 378
2023
Q4 		$31.9K Hold
913
– – ﹤0.01% 362
2023
Q3 		$31.9K Buy
+913
New +$33.3K ﹤0.01% 362

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

Salomon & Ludwin's IAU Position: Q2 2026 in Review

Salomon & Ludwin held its iShares Gold Trust (IAU) position steady in Q2 2026 at 438 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #786.

Salomon & Ludwin first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.3K in Q1 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Salomon & Ludwin held 438 shares of iShares Gold Trust worth $33.3K as of Q2 2026.
  • Salomon & Ludwin left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #786 holding.
  • Salomon & Ludwin first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Salomon & Ludwin's iShares Gold Trust position peaked at $43.3K in Q1 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.