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SlateStone Wealth’s iShares Gold Trust IAU Stock Holding History

SlateStone Wealth’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 		$1.44M Sell
19,024
-2,414
-11% -$205K 0.11% 138
2026
Q1 		$1.89M Sell
21,438
-1,073
-5% -$98.4K 0.16% 113
2025
Q4 		$1.83M Sell
22,511
-2,800
-11% -$219K 0.15% 118
2025
Q3 		$1.84M Buy
25,311
+155
+0.6% +$10.1K 0.16% 118
2025
Q2 		$1.57M Sell
25,156
-285
-1% -$17.7K 0.15% 119
2025
Q1 		$1.5M Buy
25,441
+12,567
+98% +$680K 0.15% 117
2024
Q4 		$637K Sell
12,874
-450
-3% -$22.6K 0.06% 191
2024
Q3 		$662K Hold
13,324
– – 0.06% 190
2024
Q2 		$585K Hold
13,324
– – 0.06% 192
2024
Q1 		$560K Sell
13,324
-311
-2% -$12.2K 0.06% 192
2023
Q4 		$532K Sell
13,635
-24,383
-64% -$912K 0.07% 162
2023
Q3 		$1.33M Sell
38,018
-2,543
-6% -$92.8K 0.19% 102
2023
Q2 		$1.48M Buy
40,561
+1,631
+4% +$61.1K 0.28% 74
2023
Q1 		$1.46M Sell
38,930
-2,133
-5% -$76.5K 0.3% 77
2022
Q4 		$1.42M Sell
41,063
-58
-0.1% -$1.91K 0.34% 70
2022
Q3 		$1.3M Sell
41,121
-8,481
-17% -$278K 0.35% 63
2022
Q2 		$1.7M Sell
49,602
-3,550
-7% -$126K 0.43% 51
2022
Q1 		$1.96M Sell
53,152
-523
-1% -$18.7K 0.44% 52
2021
Q4 		$1.87M Sell
53,675
-9,962
-16% -$340K 0.4% 60
2021
Q3 		$2.13M Sell
63,637
-303
-0.5% -$10.3K 0.49% 49
2021
Q2 		$2.15M Sell
63,940
-15
-0% -$519 0.49% 51
2021
Q1 		$2.08M Buy
63,955
+2,357
+4% +$80.5K 0.51% 50
2020
Q4 		$2.23M Sell
61,598
-6,384
-9% -$228K 0.56% 46
2020
Q3 		$2.45M Sell
67,982
-2,644
-4% -$96.6K 0.53% 53
2020
Q2 		$2.4M Sell
70,626
-10,710
-13% -$351K 0.54% 55
2020
Q1 		$2.45M Buy
+81,336
New +$2.46M 0.7% 41

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

SlateStone Wealth's IAU Position: Q2 2026 in Review

SlateStone Wealth reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $205K and leaving 19,024 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #138.

SlateStone Wealth first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.45M in Q1 2020. 554 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SlateStone Wealth held 19,024 shares of iShares Gold Trust worth $1.44M as of Q2 2026.
  • SlateStone Wealth sold 2,414 iShares Gold Trust shares in Q2 2026, an estimated $205K.
  • iShares Gold Trust made up 0.11% of SlateStone Wealth's portfolio in Q2 2026, its #138 holding.
  • SlateStone Wealth first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • SlateStone Wealth's iShares Gold Trust position peaked at $2.45M in Q1 2020.
  • 554 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.