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Sentinel Trust’s iShares Gold Trust IAU Stock Holding History

Sentinel Trust’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 		$6.41M Buy
84,861
+8,075
+11% +$685K 0.57% 27
2026
Q1 		$6.77M Sell
76,786
-3,089
-4% -$283K 0.67% 24
2025
Q4 		$6.48M Sell
79,875
-41,612
-34% -$3.25M 0.64% 25
2025
Q3 		$8.84M Sell
121,487
-829
-0.7% -$54.1K 0.9% 19
2025
Q2 		$7.63M Sell
122,316
-3,240
-3% -$201K 0.83% 20
2025
Q1 		$7.4M Sell
125,556
-9,708
-7% -$525K 0.87% 20
2024
Q4 		$6.7M Sell
135,264
-30,720
-19% -$1.54M 0.77% 24
2024
Q3 		$8.25M Sell
165,984
-70,042
-30% -$3.28M 0.94% 19
2024
Q2 		$10.4M Sell
236,026
-11,460
-5% -$506K 1.27% 13
2024
Q1 		$10.4M Sell
247,486
-15,296
-6% -$600K 1.34% 13
2023
Q4 		$10.3M Sell
262,782
-15,714
-6% -$588K 1.35% 13
2023
Q3 		$9.74M Sell
278,496
-10,521
-4% -$384K 1.38% 11
2023
Q2 		$10.5M Sell
289,017
-7,339
-2% -$275K 1.43% 11
2023
Q1 		$11.1M Sell
296,356
-9,321
-3% -$335K 1.57% 11
2022
Q4 		$10.6M Sell
305,677
-11,551
-4% -$379K 1.65% 11
2022
Q3 		$10M Sell
317,228
-1,362
-0.4% -$44.6K 1.65% 11
2022
Q2 		$10.9M Sell
318,590
-908
-0.3% -$32.3K 1.68% 10
2022
Q1 		$11.8M Buy
319,498
+67,968
+27% +$2.43M 1.41% 12
2021
Q4 		$8.76M Sell
251,530
-7,901
-3% -$270K 1.07% 14
2021
Q3 		$8.67M Sell
259,431
-3,626
-1% -$124K 1.36% 12
2021
Q2 		$8.87M Buy
263,057
+221,017
+526% +$7.64M 1.34% 13
2021
Q1 		$1.37M Sell
42,040
-67,550
-62% -$2.31M 0.24% 37
2020
Q4 		$3.97M Buy
109,590
+72,125
+193% +$2.58M 0.69% 19
2020
Q3 		$1.35M Buy
37,465
+12,150
+48% +$444K 0.28% 24
2020
Q2 		$860K Buy
+25,315
New +$830K 0.2% 23

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Sentinel Trust's IAU Position: Q2 2026 in Review

Sentinel Trust increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $685K and bringing the position to 84,861 shares worth $6.41M. The position accounts for 0.57% of the portfolio, ranked #27.

Sentinel Trust first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.8M in Q1 2022. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sentinel Trust held 84,861 shares of iShares Gold Trust worth $6.41M as of Q2 2026.
  • Sentinel Trust bought 8,075 iShares Gold Trust shares in Q2 2026, an estimated $685K.
  • iShares Gold Trust made up 0.57% of Sentinel Trust's portfolio in Q2 2026, its #27 holding.
  • Sentinel Trust first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Sentinel Trust's iShares Gold Trust position peaked at $11.8M in Q1 2022.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.