Sand Hill Global Advisors’s iShares Gold Trust IAU Stock Holding History

Sand Hill Global 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	$508K	Buy	6,722 +162	+2%	+$13.8K	0.02%	155
2026 Q1	$578K	Sell	6,560 -109	-2%	-$10K	0.02%	136
2025 Q4	$541K	Hold	6,669	–	–	0.02%	140
2025 Q3	$485K	Hold	6,669	–	–	0.02%	146
2025 Q2	$416K	Buy	6,669 +78	+1%	+$4.83K	0.02%	154
2025 Q1	$389K	Sell	6,591 -1,364	-17%	-$73.8K	0.02%	155
2024 Q4	$394K	Buy	7,955 +1,498	+23%	+$75.3K	0.02%	150
2024 Q3	$321K	Hold	6,457	–	–	0.01%	158
2024 Q2	$284K	Buy	+6,457	New	+$285K	0.01%	163
2023 Q3	–	Sell	-8,291	Closed	-$302K	–	155
2023 Q2	$302K	Buy	+8,291	New	+$311K	0.02%	135

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sand Hill Global Advisors's IAU Position: Q2 2026 in Review

Sand Hill Global Advisors increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $13.8K and bringing the position to 6,722 shares worth $508K. The position accounts for 0.02% of the portfolio, ranked #155.

Sand Hill Global Advisors first reported a position in IAU in Q2 2023 and has held it in 10 quarters since. The position peaked at $578K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sand Hill Global Advisors held 6,722 shares of iShares Gold Trust worth $508K as of Q2 2026.
Sand Hill Global Advisors bought 162 iShares Gold Trust shares in Q2 2026, an estimated $13.8K.
iShares Gold Trust made up 0.02% of Sand Hill Global Advisors's portfolio in Q2 2026, its #155 holding.
Sand Hill Global Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 10 quarters since.
Sand Hill Global Advisors's iShares Gold Trust position peaked at $578K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.