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SSA Swiss Advisors’s iShares Gold Trust IAU Stock Holding History

SSA Swiss 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 		$258K Buy
+3,414
New +$290K 0.1% 78
2026
Q1 		– Sell
-4,889
Closed -$397K – 101
2025
Q4 		$397K Sell
4,889
-476
-9% -$37.2K 0.18% 63
2025
Q3 		$390K Sell
5,365
-409
-7% -$26.7K 0.18% 67
2025
Q2 		$369K Sell
5,774
-1,206
-17% -$74.7K 0.18% 63
2025
Q1 		$411K Buy
+6,980
New +$378K 0.21% 66

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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 22.9% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SSA Swiss Advisors's IAU Position: Q2 2026 in Review

SSA Swiss Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,414 shares worth $258K. The stake represents 0.1% of the portfolio and ranks #78 among its holdings. This is a return to the name: SSA Swiss Advisors previously reported a position in IAU as recently as Q4 2025.

SSA Swiss Advisors first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $411K in Q1 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SSA Swiss Advisors held 3,414 shares of iShares Gold Trust worth $258K as of Q2 2026.
  • iShares Gold Trust was a new SSA Swiss Advisors position in Q2 2026.
  • iShares Gold Trust made up 0.1% of SSA Swiss Advisors's portfolio in Q2 2026, its #78 holding.
  • SSA Swiss Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • SSA Swiss Advisors's iShares Gold Trust position peaked at $411K in Q1 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SSA Swiss Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.