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SFE Investment Counsel’s iShares Gold Trust IAU Stock Holding History

SFE Investment Counsel’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 		$689K Hold
9,124
– – 0.09% 103
2026
Q1 		$804K Sell
9,124
-408
-4% -$37.4K 0.13% 95
2025
Q4 		$774K Sell
9,532
-185
-2% -$14.5K 0.12% 96
2025
Q3 		$707K Hold
9,717
– – 0.11% 94
2025
Q2 		$606K Sell
9,717
-1,070
-10% -$66.3K 0.11% 97
2025
Q1 		$636K Buy
+10,787
New +$584K 0.13% 97

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SFE Investment Counsel's IAU Position: Q2 2026 in Review

SFE Investment Counsel held its iShares Gold Trust (IAU) position steady in Q2 2026 at 9,124 shares worth $689K. The position accounts for 0.09% of the portfolio, ranked #103.

SFE Investment Counsel first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $804K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SFE Investment Counsel held 9,124 shares of iShares Gold Trust worth $689K as of Q2 2026.
  • SFE Investment Counsel left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.09% of SFE Investment Counsel's portfolio in Q2 2026, its #103 holding.
  • SFE Investment Counsel first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • SFE Investment Counsel's iShares Gold Trust position peaked at $804K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SFE Investment Counsel's 13F filing for Q2 2026, filed 5 Aug 2026.