SEI Investments
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SEI Investments’s iShares Gold Trust IAU Stock Holding History

SEI Investments’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 		$418K Buy
5,529
+1,600
+41% +$136K ﹤0.01% 2718
2026
Q1 		$346K Buy
3,929
+77
+2% +$7.06K ﹤0.01% 2779
2025
Q4 		$313K Buy
+3,852
New +$301K ﹤0.01% 2722
2021
Q2 		– Sell
-157,145
Closed -$5.11M – 2587
2021
Q1 		$5.11M Sell
157,145
-67,000
-30% -$2.29M 0.01% 1008
2020
Q4 		$8.12M Sell
224,145
-29
-0% -$1.04K 0.02% 740
2020
Q3 		$8.06M Sell
224,174
-34,056
-13% -$1.24M 0.02% 646
2020
Q2 		$8.77M Sell
258,230
-248,455
-49% -$8.14M 0.03% 601
2020
Q1 		$15.3M Sell
506,685
-56,698
-10% -$1.71M 0.06% 327
2019
Q4 		$16.3M Hold
563,383
– – 0.05% 387
2019
Q3 		$15.9M Sell
563,383
-259,000
-31% -$7.31M 0.04% 404
2019
Q2 		$22.2M Sell
822,383
-321,900
-28% -$8.07M 0.07% 280
2019
Q1 		$28.3M Sell
1,144,283
-573,800
-33% -$14.3M 0.1% 211
2018
Q4 		$39.3M Buy
1,718,083
+150
+0% +$3.53K 0.14% 134
2018
Q3 		$39.3M Buy
1,717,933
+43,536
+3% +$1.01M 0.14% 134
2018
Q2 		$40.3M Buy
1,674,397
+284,549
+20% +$7.13M 0.14% 144
2018
Q1 		$35.4M Sell
1,389,848
-55,543
-4% -$1.42M 0.14% 148
2017
Q4 		$36.2M Sell
1,445,391
-156,544
-10% -$3.84M 0.13% 155
2017
Q3 		$39.4M Buy
1,601,935
+84,201
+6% +$2.07M 0.14% 144
2017
Q2 		$36.2M Buy
1,517,734
+212,286
+16% +$5.14M 0.14% 147
2017
Q1 		$31.4M Sell
1,305,448
-117,115
-8% -$2.75M 0.14% 161
2016
Q4 		$31.5M Buy
1,422,563
+932,788
+190% +$21.9M 0.15% 147
2016
Q3 		$12.4M Buy
489,775
+484,663
+9,481% +$12.5M 0.06% 382
2016
Q2 		$130K Buy
+5,112
New +$124K ﹤0.01% 1669
2016
Q1 		– Sell
-3,000
Closed -$61K – 2555
2015
Q4 		$61K Buy
+3,000
New +$64K ﹤0.01% 1840
2015
Q2 		– Sell
-491
Closed -$11K – 2306
2015
Q1 		$11K Buy
+491
New +$11.6K ﹤0.01% 1897

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

SEI Investments's IAU Position: Q2 2026 in Review

SEI Investments increased its iShares Gold Trust (IAU) stake by 41% in Q2 2026, buying an estimated $136K and bringing the position to 5,529 shares worth $418K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

SEI Investments first reported a position in IAU in Q1 2015 and has held it in 25 quarters since. The position peaked at $40.3M in Q2 2018. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SEI Investments held 5,529 shares of iShares Gold Trust worth $418K as of Q2 2026.
  • SEI Investments bought 1,600 iShares Gold Trust shares in Q2 2026, an estimated $136K.
  • iShares Gold Trust made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2718 holding.
  • SEI Investments first reported a position in iShares Gold Trust in Q1 2015 and has held it in 25 quarters since.
  • SEI Investments's iShares Gold Trust position peaked at $40.3M in Q2 2018.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.