Smartleaf Asset Management’s iShares Gold Trust IAU Stock Holding History

Smartleaf Asset Management’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	$1.1M	Hold	14,627	–	–	0.04%	399
2026 Q1	$1.24M	Buy	14,627 +6,622	+83%	+$607K	0.04%	355
2025 Q4	$654K	Buy	8,005 +4,239	+113%	+$332K	0.02%	471
2025 Q3	$272K	Buy	3,766 +925	+33%	+$60.3K	0.02%	629
2025 Q2	$175K	Buy	2,841 +1,826	+180%	+$113K	0.02%	616
2025 Q1	$59K	Sell	1,015 -7	-0.7%	-$379	0.01%	1065
2024 Q4	$50.3K	Buy	1,022 +850	+494%	+$42.7K	0.01%	1180
2024 Q3	$8.62K	Buy	172 +65	+61%	+$3.04K	﹤0.01%	1853
2024 Q2	$4.7K	Hold	107	–	–	﹤0.01%	1838
2024 Q1	$4.44K	Sell	107 -18	-14%	-$706	﹤0.01%	1260
2023 Q4	$4.92K	Buy	+125	New	+$4.68K	﹤0.01%	868

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

Smartleaf Asset Management's IAU Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 14,627 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #399.

Smartleaf Asset Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.24M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Smartleaf Asset Management held 14,627 shares of iShares Gold Trust worth $1.1M as of Q2 2026.
Smartleaf Asset Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #399 holding.
Smartleaf Asset Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's iShares Gold Trust position peaked at $1.24M in Q1 2026.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.