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Savant Capital’s iShares Gold Trust IAU Stock Holding History

Savant Capital’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 		$4.11M Buy
54,430
+7,273
+15% +$617K 0.01% 445
2026
Q1 		$4.16M Buy
47,157
+5,859
+14% +$537K 0.02% 294
2025
Q4 		$3.35M Buy
41,298
+4,523
+12% +$354K 0.02% 308
2025
Q3 		$2.68M Buy
36,775
+4,941
+16% +$322K 0.02% 336
2025
Q2 		$1.99M Buy
31,834
+924
+3% +$57.3K 0.01% 363
2025
Q1 		$1.82M Sell
30,910
-343
-1% -$18.6K 0.02% 349
2024
Q4 		$1.55M Buy
31,253
+6,494
+26% +$326K 0.01% 518
2024
Q3 		$1.23M Buy
24,759
+8,966
+57% +$420K 0.01% 570
2024
Q2 		$694K Buy
15,793
+3,770
+31% +$167K 0.01% 693
2024
Q1 		$505K Sell
12,023
-9,110
-43% -$357K 0.01% 721
2023
Q4 		$825K Buy
21,133
+8,315
+65% +$311K 0.01% 454
2023
Q3 		$448K Sell
12,818
-133
-1% -$4.85K 0.01% 547
2023
Q2 		$471K Sell
12,951
-147
-1% -$5.51K 0.01% 525
2023
Q1 		$489K Buy
13,098
+5,527
+73% +$198K 0.01% 468
2022
Q4 		$238K Buy
7,571
+1,211
+19% +$39.8K 0.01% 519
2022
Q3 		$201K Buy
6,360
+118
+2% +$3.87K 0.01% 522
2022
Q2 		$214K Sell
6,242
-562
-8% -$20K 0.01% 514
2022
Q1 		$251K Buy
6,804
+67
+1% +$2.39K 0.01% 493
2021
Q4 		$235K Buy
+6,737
New +$230K 0.01% 501
2019
Q3 		– Sell
-6,053
Closed -$163K – 331
2019
Q2 		$163K Buy
+6,053
New +$152K 0.02% 322

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

Savant Capital's IAU Position: Q2 2026 in Review

Savant Capital increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $617K and bringing the position to 54,430 shares worth $4.11M. The position accounts for 0.01% of the portfolio, ranked #445.

Savant Capital first reported a position in IAU in Q2 2019 and has held it in 20 quarters since. The position peaked at $4.16M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Savant Capital held 54,430 shares of iShares Gold Trust worth $4.11M as of Q2 2026.
  • Savant Capital bought 7,273 iShares Gold Trust shares in Q2 2026, an estimated $617K.
  • iShares Gold Trust made up 0.01% of Savant Capital's portfolio in Q2 2026, its #445 holding.
  • Savant Capital first reported a position in iShares Gold Trust in Q2 2019 and has held it in 20 quarters since.
  • Savant Capital's iShares Gold Trust position peaked at $4.16M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.