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Sawyer & Company’s iShares Gold Trust IAU Stock Holding History

Sawyer & Company’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 		$10.2K Hold
135
– – ﹤0.01% 157
2026
Q1 		$11.9K Hold
135
– – ﹤0.01% 144
2025
Q4 		$11K Buy
+135
New +$10.6K ﹤0.01% 152
2025
Q3 		– Sell
-135
Closed -$10.2K – 199
2025
Q2 		$10.2K Hold
135
– – ﹤0.01% 157
2025
Q1 		$8K Hold
135
– – ﹤0.01% 154
2024
Q4 		$7K Hold
135
– – ﹤0.01% 157
2024
Q3 		$7K Hold
135
– – ﹤0.01% 165
2024
Q2 		$6K Hold
135
– – ﹤0.01% 154
2024
Q1 		$5.67K Hold
135
– – ﹤0.01% 159
2023
Q4 		$5K Hold
135
– – ﹤0.01% 167
2023
Q3 		$5K Hold
135
– – ﹤0.01% 174
2023
Q2 		$5K Hold
135
– – ﹤0.01% 157
2023
Q1 		$5K Hold
135
– – ﹤0.01% 164
2022
Q4 		$5K Buy
+135
New +$4.43K ﹤0.01% 172

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Sawyer & Company's IAU Position: Q2 2026 in Review

Sawyer & Company held its iShares Gold Trust (IAU) position steady in Q2 2026 at 135 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

Sawyer & Company first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $11.9K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sawyer & Company held 135 shares of iShares Gold Trust worth $10.2K as of Q2 2026.
  • Sawyer & Company left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Sawyer & Company's portfolio in Q2 2026, its #157 holding.
  • Sawyer & Company first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Sawyer & Company's iShares Gold Trust position peaked at $11.9K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sawyer & Company's 13F filing for Q2 2026, filed 23 Jul 2026.