SJS Investment Consulting’s iShares Gold Trust IAU Stock Holding History

SJS Investment Consulting’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	$231K	Hold	3,057	–	–	0.03%	152
2026 Q1	$270K	Buy	3,057 +980	+47%	+$89.9K	0.03%	122
2025 Q4	$169K	Buy	2,077 +1,365	+192%	+$107K	0.02%	154
2025 Q3	$51.8K	Hold	712	–	–	0.01%	273
2025 Q2	$44.4K	Hold	712	–	–	0.01%	195
2025 Q1	$42K	Sell	712 -74	-9%	-$4K	0.01%	209
2024 Q4	$38.9K	Buy	786 +74	+10%	+$3.72K	0.01%	207
2024 Q3	$35.4K	Hold	712	–	–	0.01%	224
2024 Q2	$31.3K	Hold	712	–	–	0.01%	225
2024 Q1	$29.9K	Hold	712	–	–	0.01%	239
2023 Q4	$27.8K	Hold	712	–	–	0.01%	211
2023 Q3	$24.9K	Hold	712	–	–	0.01%	216
2023 Q2	$25.9K	Sell	712 -300	-30%	-$11.2K	0.01%	202
2023 Q1	$37.8K	Buy	1,012 +300	+42%	+$10.8K	0.01%	167
2022 Q4	$24.6K	Hold	712	–	–	0.01%	211
2022 Q3	$22K	Buy	+712	New	+$23.3K	0.01%	226
2022 Q1	$26K	Hold	712	–	–	0.01%	265
2021 Q4	$25K	Buy	+712	New	+$24.3K	0.01%	244

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

SJS Investment Consulting's IAU Position: Q2 2026 in Review

SJS Investment Consulting held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,057 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #152.

SJS Investment Consulting first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $270K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SJS Investment Consulting held 3,057 shares of iShares Gold Trust worth $231K as of Q2 2026.
SJS Investment Consulting left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of SJS Investment Consulting's portfolio in Q2 2026, its #152 holding.
SJS Investment Consulting first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
SJS Investment Consulting's iShares Gold Trust position peaked at $270K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.