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Scarborough Advisors’s iShares Gold Trust IAU Stock Holding History

Scarborough 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 		$2.56M Buy
32,359
+4,412
+16% +$375K 0.29% 47
2026
Q1 		$2.46M Buy
+27,947
New +$2.56M 0.27% 60
2025
Q2 		– Sell
-66,442
Closed -$3.92M – 474
2025
Q1 		$3.92M Buy
66,442
+30,805
+86% +$1.67M 0.56% 41
2024
Q4 		$1.76M Buy
+35,637
New +$1.79M 0.25% 57
2024
Q1 		– Sell
-68
Closed -$2.65K – 520
2023
Q4 		$2.65K Buy
+68
New +$2.54K ﹤0.01% 544

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

Scarborough Advisors's IAU Position: Q2 2026 in Review

Scarborough Advisors increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $375K and bringing the position to 32,359 shares worth $2.56M. The position accounts for 0.29% of the portfolio, ranked #47.

Scarborough Advisors first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.92M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Scarborough Advisors held 32,359 shares of iShares Gold Trust worth $2.56M as of Q2 2026.
  • Scarborough Advisors bought 4,412 iShares Gold Trust shares in Q2 2026, an estimated $375K.
  • iShares Gold Trust made up 0.29% of Scarborough Advisors's portfolio in Q2 2026, its #47 holding.
  • Scarborough Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • Scarborough Advisors's iShares Gold Trust position peaked at $3.92M in Q1 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.