SGK
IAU icon

Steigerwald Gordon & Koch’s iShares Gold Trust IAU Stock Holding History

Steigerwald Gordon & Koch’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 		$95.7K Hold
1,267
– – 0.01% 223
2026
Q1 		$112K Hold
1,267
– – 0.01% 196
2025
Q4 		$103K Buy
1,267
+200
+19% +$15.6K 0.01% 209
2025
Q3 		$77.6K Buy
+1,067
New +$69.6K 0.01% 239
2013
Q3 		– Sell
-7,725
Closed -$185K – 45
2013
Q2 		$185K Buy
+7,725
New +$213K 0.13% 43

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 22.96% 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

Steigerwald Gordon & Koch's IAU Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,267 shares worth $95.7K. The position accounts for 0.01% of the portfolio, ranked #223.

Steigerwald Gordon & Koch first reported a position in IAU in Q2 2013 and has held it in 5 quarters since. The position peaked at $185K in Q2 2013. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,267 shares of iShares Gold Trust worth $95.7K as of Q2 2026.
  • Steigerwald Gordon & Koch left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #223 holding.
  • Steigerwald Gordon & Koch first reported a position in iShares Gold Trust in Q2 2013 and has held it in 5 quarters since.
  • Steigerwald Gordon & Koch's iShares Gold Trust position peaked at $185K in Q2 2013.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.