Stonebridge Financial Group (Pennsylvania)’s iShares Gold Trust IAU Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$12.5M	Sell	165,248 -909	-0.5%	-$77.2K	0.95%	29
2026 Q1	$14.6M	Sell	166,157 -2,203	-1%	-$202K	1.2%	23
2025 Q4	$13.7M	Sell	168,360 -1,376	-0.8%	-$108K	1.17%	26
2025 Q3	$12.4M	Sell	169,736 -988	-0.6%	-$64.5K	1.09%	27
2025 Q2	$10.6M	Sell	170,724 -8,292	-5%	-$514K	1.03%	27
2025 Q1	$10.6M	Buy	179,016 +781	+0.4%	+$42.2K	1.12%	26
2024 Q4	$8.82M	Buy	+178,235	New	+$8.96M	0.97%	29

Other funds holding IAU

Morgan Stanley New York $1.89T AUM 35.08% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IAU Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its iShares Gold Trust (IAU) stake by 0.55% in Q2 2026, selling an estimated $77.2K and leaving 165,248 shares worth $12.5M. The position accounts for 0.95% of the portfolio, ranked #29.

Stonebridge Financial Group (Pennsylvania) first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.6M in Q1 2026. 1,678 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 165,248 shares of iShares Gold Trust worth $12.5M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) sold 909 iShares Gold Trust shares in Q2 2026, an estimated $77.2K.
iShares Gold Trust made up 0.95% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #29 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Stonebridge Financial Group (Pennsylvania)'s iShares Gold Trust position peaked at $14.6M in Q1 2026.
1,678 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.