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Sharper & Granite’s iShares Gold Trust IAU Stock Holding History

Sharper & Granite’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 		$807K Sell
10,689
-2,116
-17% -$180K 0.25% 70
2026
Q1 		$1.13M Sell
12,805
-1,845
-13% -$169K 0.39% 62
2025
Q4 		$1.19M Sell
14,650
-990
-6% -$77.4K 0.42% 61
2025
Q3 		$1.14M Sell
15,640
-5,425
-26% -$354K 0.41% 61
2025
Q2 		$1.33M Sell
21,065
-3,855
-15% -$239K 0.51% 55
2025
Q1 		$1.47M Buy
24,920
+1,205
+5% +$65.2K 0.61% 50
2024
Q4 		$1.17M Buy
23,715
+13,810
+139% +$694K 0.52% 54
2024
Q3 		$492K Buy
9,905
+955
+11% +$44.7K 0.22% 78
2024
Q2 		$393K Buy
8,950
+780
+10% +$34.5K 0.19% 80
2024
Q1 		$359K Buy
8,170
+470
+6% +$18.4K 0.17% 86
2023
Q4 		$301K Buy
7,700
+670
+10% +$25.1K 0.16% 88
2023
Q3 		$246K Hold
7,030
– – 0.14% 88
2023
Q2 		$256K Sell
7,030
-370
-5% -$13.9K 0.15% 89
2023
Q1 		$277K Sell
7,400
-1,160
-14% -$41.6K 0.17% 89
2022
Q4 		$296K Buy
+8,560
New +$281K 0.2% 86

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

Sharper & Granite's IAU Position: Q2 2026 in Review

Sharper & Granite reduced its iShares Gold Trust (IAU) stake by 17% in Q2 2026, selling an estimated $180K and leaving 10,689 shares worth $807K. The position accounts for 0.25% of the portfolio, ranked #70.

Sharper & Granite first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sharper & Granite held 10,689 shares of iShares Gold Trust worth $807K as of Q2 2026.
  • Sharper & Granite sold 2,116 iShares Gold Trust shares in Q2 2026, an estimated $180K.
  • iShares Gold Trust made up 0.25% of Sharper & Granite's portfolio in Q2 2026, its #70 holding.
  • Sharper & Granite first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's iShares Gold Trust position peaked at $1.47M in Q1 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.