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Searle & Co’s iShares Gold Trust IAU Stock Holding History

Searle & Co’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 		$260K Buy
+3,438
New +$292K 0.06% 172
2021
Q2 		– Sell
-5,000
Closed -$163K – 148
2021
Q1 		$163K Hold
5,000
– – 0.07% 134
2020
Q4 		$181K Hold
5,000
– – 0.09% 132
2020
Q3 		$180K Hold
5,000
– – 0.1% 127
2020
Q2 		$170K Buy
+5,000
New +$164K 0.1% 125

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

Searle & Co's IAU Position: Q2 2026 in Review

Searle & Co opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,438 shares worth $260K. The stake represents 0.06% of the portfolio and ranks #172 among its holdings. This is a return to the name: Searle & Co previously reported a position in IAU as recently as Q1 2021.

Searle & Co first reported a position in IAU in Q2 2020 and has held it in 5 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Searle & Co held 3,438 shares of iShares Gold Trust worth $260K as of Q2 2026.
  • iShares Gold Trust was a new Searle & Co position in Q2 2026.
  • iShares Gold Trust made up 0.06% of Searle & Co's portfolio in Q2 2026, its #172 holding.
  • Searle & Co first reported a position in iShares Gold Trust in Q2 2020 and has held it in 5 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Searle & Co's 13F filing for Q2 2026, filed 27 Jul 2026.