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Sumitomo Mitsui DS Asset Management’s iShares Gold Trust IAU Stock Holding History

Sumitomo Mitsui DS Asset 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 		$23.2M Buy
307,145
+181,078
+144% +$15.4M 0.16% 114
2026
Q1 		$11.1M Sell
126,067
-44,768
-26% -$4.11M 0.09% 184
2025
Q4 		$13.9M Sell
170,835
-251,989
-60% -$19.7M 0.11% 159
2025
Q3 		$30.8M Sell
422,824
-9,344
-2% -$610K 0.25% 78
2025
Q2 		$26.9M Sell
432,168
-27,523
-6% -$1.71M 0.24% 77
2025
Q1 		$27.1M Sell
459,691
-24,831
-5% -$1.34M 0.28% 72
2024
Q4 		$24M Sell
484,522
-177,199
-27% -$8.9M 0.25% 78
2024
Q3 		$32.9M Buy
661,721
+13,670
+2% +$640K 0.35% 60
2024
Q2 		$28.5M Sell
648,051
-651
-0.1% -$28.8K 0.34% 63
2024
Q1 		$27.3M Buy
648,702
+146,104
+29% +$5.73M 0.34% 64
2023
Q4 		$19.6M Buy
502,598
+178,194
+55% +$6.67M 0.26% 82
2023
Q3 		$11.4M Buy
324,404
+61,366
+23% +$2.24M 0.18% 106
2023
Q2 		$9.57M Buy
263,038
+6,412
+2% +$240K 0.15% 129
2023
Q1 		$9.59M Buy
256,626
+436
+0.2% +$15.6K 0.17% 106
2022
Q4 		$8.86M Buy
256,190
+93,000
+57% +$3.05M 0.18% 111
2022
Q3 		$5.14M Buy
163,190
+65,250
+67% +$2.14M 0.12% 152
2022
Q2 		$3.36M Buy
97,940
+62,940
+180% +$2.24M 0.08% 211
2022
Q1 		$1.29M Buy
35,000
+20,000
+133% +$715K 0.03% 449
2021
Q4 		$522K Buy
15,000
+6,000
+67% +$205K 0.01% 663
2021
Q3 		$300K Buy
9,000
+1,000
+13% +$34.1K 0.01% 708
2021
Q2 		$269K Buy
8,000
+500
+7% +$17.3K 0.01% 733
2021
Q1 		$243K Sell
7,500
-5,500
-42% -$188K 0.01% 717
2020
Q4 		$471K Buy
+13,000
New +$465K 0.01% 626

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

Sumitomo Mitsui DS Asset Management's IAU Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its iShares Gold Trust (IAU) stake by 144% in Q2 2026, buying an estimated $15.4M and bringing the position to 307,145 shares worth $23.2M. The position accounts for 0.16% of the portfolio, ranked #114.

Sumitomo Mitsui DS Asset Management first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $32.9M in Q3 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 307,145 shares of iShares Gold Trust worth $23.2M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 181,078 iShares Gold Trust shares in Q2 2026, an estimated $15.4M.
  • iShares Gold Trust made up 0.16% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #114 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Sumitomo Mitsui DS Asset Management's iShares Gold Trust position peaked at $32.9M in Q3 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.