Strategic Investment Management’s iShares Gold Trust IAU Stock Holding History

Strategic Investment 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	$2.51M	Buy	+33,200	New	+$2.82M	0.86%	12

Other funds holding IAU

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Strategic Investment Management's IAU Position: Q2 2026 in Review

Strategic Investment Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 33,200 shares worth $2.51M. The stake represents 0.86% of the portfolio and ranks #12 among its holdings.

880 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Strategic Investment Management held 33,200 shares of iShares Gold Trust worth $2.51M as of Q2 2026.
iShares Gold Trust was a new Strategic Investment Management position in Q2 2026.
iShares Gold Trust made up 0.86% of Strategic Investment Management's portfolio in Q2 2026, its #12 holding.
880 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Strategic Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.