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Stonehage Fleming Financial Services’s iShares Gold Trust IAU Stock Holding History

Stonehage Fleming Financial Services’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 		$4.24M Hold
56,188
– – 0.14% 39
2026
Q1 		$4.95M Buy
56,188
+19,593
+54% +$1.8M 0.18% 35
2025
Q4 		$2.97M Sell
36,595
-22,662
-38% -$1.77M 0.09% 35
2025
Q3 		$4.31M Hold
59,257
– – 0.12% 29
2025
Q2 		$3.7M Sell
59,257
-3,160
-5% -$196K 0.11% 29
2025
Q1 		$3.68M Hold
62,417
– – 0.13% 26
2024
Q4 		$3.09M Hold
62,417
– – 0.09% 33
2024
Q3 		$3.1M Hold
62,417
– – 0.08% 33
2024
Q2 		$2.74M Buy
62,417
+28,923
+86% +$1.28M 0.07% 34
2024
Q1 		$1.25M Sell
33,494
-26,089
-44% -$1.02M 0.08% 36
2023
Q4 		$2.33M Buy
59,583
+21,190
+55% +$793K 0.07% 36
2023
Q3 		$1.35M Buy
38,393
+31,096
+426% +$1.13M 0.12% 57
2023
Q2 		$266K Sell
7,297
-26,197
-78% -$982K 0.01% 128
2023
Q1 		$1.25M Sell
33,494
-7,297
-18% -$262K 0.08% 36
2022
Q4 		$1.41M Sell
40,791
-7,033
-15% -$231K 0.11% 31
2022
Q3 		$1.51M Buy
+47,824
New +$1.57M 0.12% 27
2022
Q1 		– Sell
-40,791
Closed -$1.42M – 222
2021
Q4 		$1.42M Hold
40,791
– – 0.04% 62
2021
Q3 		$1.36M Hold
40,791
– – 0.04% 64
2021
Q2 		$1.38M Sell
40,791
-2
-0% -$69 0.04% 68
2021
Q1 		$1.33M Buy
40,793
+7,298
+22% +$249K 0.04% 67
2020
Q4 		$1.22M Buy
33,495
+355
+1% +$12.7K 0.04% 72
2020
Q3 		$1.19M Hold
33,140
– – 0.04% 59
2020
Q2 		$1.13M Buy
33,140
+4,000
+14% +$131K 0.08% 49
2020
Q1 		$878K Buy
29,140
+7,469
+34% +$226K 0.04% 61
2019
Q4 		$628K Buy
21,671
+5,388
+33% +$153K 0.03% 94
2019
Q3 		$459K Hold
16,283
– – 0.02% 98
2019
Q2 		$440K Hold
16,283
– – 0.02% 90
2019
Q1 		$403 Hold
16,283
– – 0.02% 104
2018
Q4 		$400K Buy
16,283
+10,498
+181% +$247K 0.02% 119
2018
Q3 		$132K Hold
5,785
– – 0.01% 179
2018
Q2 		$139K Sell
5,785
-1,088
-16% -$27.3K 0.01% 182
2018
Q1 		$175K Sell
6,873
-23,767
-78% -$607K 0.01% 165
2017
Q4 		$767K Hold
30,640
– – 0.04% 99
2017
Q3 		$754K Sell
30,640
-523
-2% -$12.9K 0.04% 118
2017
Q2 		$744K Sell
31,163
-21,245
-41% -$514K 0.05% 111
2017
Q1 		$1.26M Buy
52,408
+21,768
+71% +$512K 0.08% 92
2016
Q4 		$784K Hold
30,640
– – 0.05% 137
2016
Q3 		$784K Hold
30,640
– – 0.05% 122
2016
Q2 		$778K Buy
30,640
+29,610
+2,875% +$719K 0.05% 121
2016
Q1 		$170K Buy
+1,030
New +$23.6K 0.01% 187

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

Stonehage Fleming Financial Services's IAU Position: Q2 2026 in Review

Stonehage Fleming Financial Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 56,188 shares worth $4.24M. The position accounts for 0.14% of the portfolio, ranked #39.

Stonehage Fleming Financial Services first reported a position in IAU in Q1 2016 and has held it in 40 quarters since. The position peaked at $4.95M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Stonehage Fleming Financial Services held 56,188 shares of iShares Gold Trust worth $4.24M as of Q2 2026.
  • Stonehage Fleming Financial Services left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.14% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #39 holding.
  • Stonehage Fleming Financial Services first reported a position in iShares Gold Trust in Q1 2016 and has held it in 40 quarters since.
  • Stonehage Fleming Financial Services's iShares Gold Trust position peaked at $4.95M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.