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Summit Global Investments’s iShares Gold Trust IAU Stock Holding History

Summit Global Investments’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
Q1 		– Sell
-6,829
Closed -$554K – 507
2025
Q4 		$554K Buy
6,829
+19
+0.3% +$1.49K 0.03% 297
2025
Q3 		$496K Buy
6,810
+777
+13% +$50.7K 0.03% 304
2025
Q2 		$376K Sell
6,033
-50
-0.8% -$3.1K 0.02% 352
2025
Q1 		$359K Buy
6,083
+50
+0.8% +$2.71K 0.03% 343
2024
Q4 		$299K Hold
6,033
– – 0.02% 446
2024
Q3 		$300K Sell
6,033
-2
-0% -$94 0.02% 427
2024
Q2 		$265K Hold
6,035
– – 0.02% 434
2024
Q1 		$254K Hold
6,035
– – 0.02% 431
2023
Q4 		$236K Sell
6,035
-97
-2% -$3.63K 0.02% 471
2023
Q3 		$215K Sell
6,132
-15
-0.2% -$547 0.01% 474
2023
Q2 		$224K Sell
6,147
-48
-0.8% -$1.8K 0.01% 492
2023
Q1 		$232K Sell
6,195
-123,310
-95% -$4.43M 0.02% 470
2022
Q4 		$4.48M Buy
129,505
+69,329
+115% +$2.28M 0.38% 77
2022
Q3 		$1.9M Sell
60,176
-50,209
-45% -$1.65M 0.18% 130
2022
Q2 		$3.79M Buy
110,385
+66,591
+152% +$2.37M 0.33% 81
2022
Q1 		$1.61M Buy
43,794
+37,151
+559% +$1.33M 0.12% 172
2021
Q4 		$231K Sell
6,643
-10,136
-60% -$346K 0.01% 478
2021
Q3 		$561K Sell
16,779
-18,300
-52% -$623K 0.04% 290
2021
Q2 		$1.18M Buy
35,079
+6,642
+23% +$230K 0.07% 206
2021
Q1 		$925K Buy
+28,437
New +$972K 0.06% 212

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Summit Global Investments's IAU Position: Q1 2026 in Review

Summit Global Investments sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 6,829 shares — an estimated $554K sold.

Summit Global Investments first reported a position in IAU in Q1 2021 and held it in 20 quarters. The position peaked at $4.48M in Q4 2022. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Summit Global Investments reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Summit Global Investments sold 6,829 iShares Gold Trust shares in Q1 2026, an estimated $554K.
  • Summit Global Investments first reported a position in iShares Gold Trust in Q1 2021 and held it in 20 quarters.
  • Summit Global Investments's iShares Gold Trust position peaked at $4.48M in Q4 2022.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.