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Signature Estate & Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Signature Estate & Investment 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 		$1.11M Sell
14,714
-8
-0.1% -$679 0.02% 250
2026
Q1 		$1.3M Sell
14,722
-354
-2% -$32.5K 0.03% 230
2025
Q4 		$1.22M Buy
15,076
+991
+7% +$77.5K 0.02% 230
2025
Q3 		$1.02M Buy
14,085
+1,672
+13% +$109K 0.02% 245
2025
Q2 		$774K Sell
12,413
-1,037
-8% -$64.3K 0.02% 274
2025
Q1 		$793K Buy
13,450
+2,195
+20% +$119K 0.02% 255
2024
Q4 		$557K Buy
11,255
+589
+6% +$29.6K 0.01% 308
2024
Q3 		$530K Buy
10,666
+500
+5% +$23.4K 0.01% 298
2024
Q2 		$447K Hold
10,166
– – 0.01% 312
2024
Q1 		$427K Hold
10,166
– – 0.01% 123
2023
Q4 		$397K Sell
10,166
-125
-1% -$4.68K 0.01% 136
2023
Q3 		$360K Hold
10,291
– – 0.01% 137
2023
Q2 		$375K Hold
10,291
– – 0.01% 139
2023
Q1 		$385K Hold
10,291
– – 0.01% 131
2022
Q4 		$356K Sell
10,291
-611
-6% -$20.1K 0.01% 141
2022
Q3 		$343K Sell
10,902
-620
-5% -$20.3K 0.02% 126
2022
Q2 		$396K Buy
11,522
+745
+7% +$26.5K 0.02% 121
2022
Q1 		$396K Sell
10,777
-301
-3% -$10.8K 0.02% 121
2021
Q4 		$386K Buy
11,078
+41
+0.4% +$1.4K 0.02% 129
2021
Q3 		$369K Sell
11,037
-134
-1% -$4.57K 0.02% 127
2021
Q2 		$377K Sell
11,171
-2
-0% -$69 0.02% 125
2021
Q1 		$364K Buy
11,173
+3,072
+38% +$105K 0.02% 127
2020
Q4 		$293K Hold
8,101
– – 0.02% 132
2020
Q3 		$291K Hold
8,101
– – 0.02% 128
2020
Q2 		$276K Buy
8,101
+344
+4% +$11.3K 0.02% 125
2020
Q1 		$234K Hold
7,757
– – 0.02% 117
2019
Q4 		$225K Hold
7,757
– – 0.01% 150
2019
Q3 		$219K Hold
7,757
– – 0.01% 146
2019
Q2 		$209K Hold
7,757
– – 0.01% 147
2019
Q1 		$192K Sell
7,757
-300
-4% -$7.49K 0.01% 153
2018
Q4 		$198K Buy
8,057
+300
+4% +$7.06K 0.02% 143
2018
Q3 		$177K Hold
7,757
– – 0.02% 123
2018
Q2 		$186K Buy
+7,757
New +$195K 0.02% 132

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

Signature Estate & Investment Advisors's IAU Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Gold Trust (IAU) stake by 0.05% in Q2 2026, selling an estimated $679 and leaving 14,714 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #250.

Signature Estate & Investment Advisors first reported a position in IAU in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.3M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Signature Estate & Investment Advisors held 14,714 shares of iShares Gold Trust worth $1.11M as of Q2 2026.
  • Signature Estate & Investment Advisors sold 8 iShares Gold Trust shares in Q2 2026, an estimated $679.
  • iShares Gold Trust made up 0.02% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #250 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Gold Trust in Q2 2018 and has held it in 33 quarters since.
  • Signature Estate & Investment Advisors's iShares Gold Trust position peaked at $1.3M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.