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Sanctuary Advisors’s iShares Gold Trust IAU Stock Holding History

Sanctuary Advisors’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 		$56.2M Buy
744,703
+16,412
+2% +$1.39M 0.26% 78
2026
Q1 		$64.2M Sell
728,291
-221,638
-23% -$20.3M 0.35% 53
2025
Q4 		$77.1M Buy
949,929
+61,728
+7% +$4.83M 0.42% 39
2025
Q3 		$64.6M Buy
888,201
+75,625
+9% +$4.93M 0.37% 49
2025
Q2 		$50.7M Sell
812,576
-1,549
-0.2% -$96K 0.31% 58
2025
Q1 		$48M Buy
814,125
+12,484
+2% +$675K 0.34% 55
2024
Q4 		$42.3M Buy
801,641
+12,841
+2% +$645K 0.27% 74
2024
Q3 		$40.3M Buy
788,800
+198,341
+34% +$9.28M 0.26% 75
2024
Q2 		$26.1M Buy
+590,459
New +$26.1M 0.19% 114

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

Sanctuary Advisors's IAU Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, buying an estimated $1.39M and bringing the position to 744,703 shares worth $56.2M. The position accounts for 0.26% of the portfolio, ranked #78.

Sanctuary Advisors first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $77.1M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sanctuary Advisors held 744,703 shares of iShares Gold Trust worth $56.2M as of Q2 2026.
  • Sanctuary Advisors bought 16,412 iShares Gold Trust shares in Q2 2026, an estimated $1.39M.
  • iShares Gold Trust made up 0.26% of Sanctuary Advisors's portfolio in Q2 2026, its #78 holding.
  • Sanctuary Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's iShares Gold Trust position peaked at $77.1M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.