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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sand Hill Global Advisors's IAU Position: Q1 2026 in Review

Sand Hill Global Advisors reduced its iShares Gold Trust (IAU) stake by 1.6% in Q1 2026, selling an estimated $10K and leaving 6,560 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #136.

Sand Hill Global Advisors first reported a position in IAU in Q2 2023 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Sand Hill Global Advisors held 6,560 shares of iShares Gold Trust worth $578K as of Q1 2026.
  • Sand Hill Global Advisors sold 109 iShares Gold Trust shares in Q1 2026, an estimated $10K.
  • iShares Gold Trust made up 0.02% of Sand Hill Global Advisors's portfolio in Q1 2026, its #136 holding.
  • Sand Hill Global Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.