Sanders Morris Harris’s iShares Gold Trust IAU Stock Holding History

Sanders Morris Harris’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	–	Sell	-5,498	Closed	-$485K	–	163
2026 Q1	$485K	Hold	5,498	–	–	0.08%	186
2025 Q4	$469K	Hold	5,498	–	–	0.73%	18
2025 Q3	$400K	Hold	5,498	–	–	0.05%	193
2025 Q2	$343K	Hold	5,498	–	–	0.08%	92
2025 Q1	$324K	Hold	5,498	–	–	0.05%	196
2024 Q4	$271K	Hold	5,498	–	–	0.04%	233
2024 Q3	$273K	Hold	5,498	–	–	0.05%	227
2024 Q2	$242K	Buy	+5,498	New	+$243K	0.04%	236
2023 Q3	–	Sell	-5,498	Closed	-$200K	–	265
2023 Q2	$200K	Hold	5,498	–	–	0.04%	232
2023 Q1	$205K	Buy	+5,498	New	+$197K	0.07%	122
2022 Q2	–	Sell	-5,498	Closed	-$202K	–	301
2022 Q1	$202K	Buy	+5,498	New	+$196K	0.04%	267
2021 Q2	–	Sell	-5,000	Closed	-$163K	–	324
2021 Q1	$163K	Buy	+5,000	New	+$171K	0.03%	277
2016 Q2	–	Sell	-85,248	Closed	-$2.02M	–	279
2016 Q1	$2.02M	Buy	+85,248	New	+$1.95M	0.35%	67

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Sanders Morris Harris's IAU Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 5,498 shares — an estimated $485K sold.

Sanders Morris Harris first reported a position in IAU in Q1 2016 and held it in 13 quarters. The position peaked at $2.02M in Q1 2016. 470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 5,498 iShares Gold Trust shares in Q2 2026, an estimated $485K.
Sanders Morris Harris first reported a position in iShares Gold Trust in Q1 2016 and held it in 13 quarters.
Sanders Morris Harris's iShares Gold Trust position peaked at $2.02M in Q1 2016.
470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.