Simon Quick Advisors’s iShares Gold Trust IAU Stock Holding History

Simon Quick 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	$1.16M	Hold	15,370	–	–	0.05%	191
2026 Q1	$1.36M	Buy	15,370 +2,898	+23%	+$266K	0.06%	171
2025 Q4	$1.01M	Buy	12,472 +4,972	+66%	+$389K	0.04%	187
2025 Q3	$546K	Buy	+7,500	New	+$489K	0.02%	260
2025 Q2	–	Sell	-7,862	Closed	-$464K	–	486
2025 Q1	$464K	Buy	+7,862	New	+$425K	0.03%	313
2022 Q2	–	Sell	-852	Closed	-$31K	–	276
2022 Q1	$31K	Hold	852	–	–	0.01%	250
2021 Q4	$30K	Hold	852	–	–	0.01%	260
2021 Q3	$28K	Hold	852	–	–	0.01%	295
2021 Q2	$28K	Sell	852 -1	-0.1%	-$35	0.01%	310
2021 Q1	$27K	Hold	853	–	–	0.01%	332
2020 Q4	$31K	Buy	+853	New	+$30.5K	0.01%	298
2018 Q4	–	Sell	-4,025	Closed	-$92K	–	345
2018 Q3	$92K	Buy	+4,025	New	+$93.5K	0.04%	126

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Simon Quick Advisors's IAU Position: Q2 2026 in Review

Simon Quick Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 15,370 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #191.

Simon Quick Advisors first reported a position in IAU in Q3 2018 and has held it in 12 quarters since. The position peaked at $1.36M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Simon Quick Advisors held 15,370 shares of iShares Gold Trust worth $1.16M as of Q2 2026.
Simon Quick Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.05% of Simon Quick Advisors's portfolio in Q2 2026, its #191 holding.
Simon Quick Advisors first reported a position in iShares Gold Trust in Q3 2018 and has held it in 12 quarters since.
Simon Quick Advisors's iShares Gold Trust position peaked at $1.36M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.