SPA
IAU icon

Sentinel Pension Advisors’s iShares Gold Trust IAU Stock Holding History

Sentinel Pension 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 		$765K Sell
10,127
-114
-1% -$9.68K 0.1% 73
2026
Q1 		$903K Sell
10,241
-18
-0.2% -$1.65K 0.13% 59
2025
Q4 		$833K Sell
10,259
-40
-0.4% -$3.13K 0.13% 61
2025
Q3 		$749K Sell
10,299
-700
-6% -$45.7K 0.12% 60
2025
Q2 		$686K Buy
10,999
+478
+5% +$29.6K 0.12% 61
2025
Q1 		$620K Sell
10,521
-355
-3% -$19.2K 0.11% 65
2024
Q4 		$538K Buy
10,876
+11
+0.1% +$553 0.1% 69
2024
Q3 		$540K Buy
+10,865
New +$509K 0.1% 70
2024
Q2 		– Sell
-11,941
Closed -$502K – 113
2024
Q1 		$502K Sell
11,941
-3,286
-22% -$129K 0.11% 66
2023
Q4 		$594K Sell
15,227
-4,054
-21% -$152K 0.14% 57
2023
Q3 		$675K Sell
19,281
-5,779
-23% -$211K 0.16% 60
2023
Q2 		$912K Sell
25,060
-1,173
-4% -$44K 0.22% 57
2023
Q1 		$1.01M Sell
26,233
-6,216
-19% -$223K 0.25% 53
2022
Q4 		$1.12M Sell
32,449
-62,994
-66% -$2.07M 0.35% 45
2022
Q3 		$3.01M Buy
+95,443
New +$3.13M 1.05% 19
2021
Q2 		– Sell
-14,780
Closed -$1.64M – 95
2021
Q1 		$1.64M Sell
14,780
-116,786
-89% -$3.99M 0.6% 32
2020
Q4 		$4.77M Buy
131,566
+7,933
+6% +$284K 1.75% 18
2020
Q3 		$4.45M Buy
123,633
+13,988
+13% +$511K 1.72% 18
2020
Q2 		$3.73M Buy
109,645
+40,402
+58% +$1.32M 1.56% 18
2020
Q1 		$2.09M Buy
+69,243
New +$2.09M 1.01% 21

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

Sentinel Pension Advisors's IAU Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, selling an estimated $9.68K and leaving 10,127 shares worth $765K. The position accounts for 0.1% of the portfolio, ranked #73.

Sentinel Pension Advisors first reported a position in IAU in Q1 2020 and has held it in 20 quarters since. The position peaked at $4.77M in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sentinel Pension Advisors held 10,127 shares of iShares Gold Trust worth $765K as of Q2 2026.
  • Sentinel Pension Advisors sold 114 iShares Gold Trust shares in Q2 2026, an estimated $9.68K.
  • iShares Gold Trust made up 0.1% of Sentinel Pension Advisors's portfolio in Q2 2026, its #73 holding.
  • Sentinel Pension Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 20 quarters since.
  • Sentinel Pension Advisors's iShares Gold Trust position peaked at $4.77M in Q4 2020.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.