SCM
IAU icon

Sterling Capital Management’s iShares Gold Trust IAU Stock Holding History

Sterling Capital 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 		$2.73M Hold
36,196
– – 0.05% 302
2026
Q1 		$3.19M Hold
36,196
– – 0.06% 242
2025
Q4 		$2.94M Sell
36,196
-297
-0.8% -$23.2K 0.05% 287
2025
Q3 		$2.66M Hold
36,493
– – 0.04% 305
2025
Q2 		$2.28M Buy
36,493
+10,904
+43% +$676K 0.03% 347
2025
Q1 		$1.51M Hold
25,589
– – 0.02% 456
2024
Q4 		$1.27M Hold
25,589
– – 0.02% 563
2024
Q3 		$1.27M Buy
+25,589
New +$1.2M 0.02% 512

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

Sterling Capital Management's IAU Position: Q2 2026 in Review

Sterling Capital Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 36,196 shares worth $2.73M. The position accounts for 0.05% of the portfolio, ranked #302.

Sterling Capital Management first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.19M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sterling Capital Management held 36,196 shares of iShares Gold Trust worth $2.73M as of Q2 2026.
  • Sterling Capital Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of Sterling Capital Management's portfolio in Q2 2026, its #302 holding.
  • Sterling Capital Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Sterling Capital Management's iShares Gold Trust position peaked at $3.19M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.