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Sequoia Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Sequoia Financial 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 		$6.09M Buy
80,631
+322
+0.4% +$27.3K 0.03% 317
2026
Q1 		$7.08M Sell
80,309
-981
-1% -$90K 0.04% 263
2025
Q4 		$6.6M Buy
81,290
+4,409
+6% +$345K 0.04% 269
2025
Q3 		$5.59M Sell
76,881
-156
-0.2% -$10.2K 0.03% 285
2025
Q2 		$4.8M Buy
77,037
+397
+0.5% +$24.6K 0.03% 285
2025
Q1 		$4.52M Buy
76,640
+58,749
+328% +$3.18M 0.03% 281
2024
Q4 		$886K Buy
17,891
+6,707
+60% +$337K 0.01% 616
2024
Q3 		$556K Buy
11,184
+3,015
+37% +$141K 0.01% 712
2024
Q2 		$359K Buy
8,169
+1,100
+16% +$48.6K ﹤0.01% 823
2024
Q1 		$297K Sell
7,069
-6,881
-49% -$270K ﹤0.01% 866
2023
Q4 		$544K Buy
+13,950
New +$522K 0.01% 704

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

Sequoia Financial Advisors's IAU Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Gold Trust (IAU) stake by 0.4% in Q2 2026, buying an estimated $27.3K and bringing the position to 80,631 shares worth $6.09M. The position accounts for 0.03% of the portfolio, ranked #317.

Sequoia Financial Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.08M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sequoia Financial Advisors held 80,631 shares of iShares Gold Trust worth $6.09M as of Q2 2026.
  • Sequoia Financial Advisors bought 322 iShares Gold Trust shares in Q2 2026, an estimated $27.3K.
  • iShares Gold Trust made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #317 holding.
  • Sequoia Financial Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Sequoia Financial Advisors's iShares Gold Trust position peaked at $7.08M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.