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Summit Place Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Summit Place Financial Advisors’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 		$7.59M Buy
100,576
+2,322
+2% +$197K 3.33% 4
2026
Q1 		$8.66M Sell
98,254
-5,749
-6% -$527K 4.16% 1
2025
Q4 		$8.44M Sell
104,003
-5,262
-5% -$412K 4.09% 3
2025
Q3 		$7.95M Buy
109,265
+3,125
+3% +$204K 3.75% 4
2025
Q2 		$6.62M Buy
106,140
+2,930
+3% +$182K 3.33% 4
2025
Q1 		$6.09M Buy
103,210
+20,493
+25% +$1.11M 3.44% 3
2024
Q4 		$4.1M Sell
82,717
-153
-0.2% -$7.69K 2.33% 6
2024
Q3 		$4.12M Sell
82,870
-4,750
-5% -$222K 2.3% 6
2024
Q2 		$3.85M Sell
87,620
-952
-1% -$42.1K 2.28% 6
2024
Q1 		$3.72M Buy
88,572
+18,119
+26% +$710K 2.18% 9
2023
Q4 		$2.75M Buy
70,453
+1,538
+2% +$57.5K 1.8% 23
2023
Q3 		$2.41M Buy
68,915
+10
+0% +$365 1.72% 19
2023
Q2 		$2.51M Buy
68,905
+410
+0.6% +$15.4K 1.62% 26
2023
Q1 		$2.56M Sell
68,495
-8,242
-11% -$296K 1.82% 18
2022
Q4 		$2.65M Sell
76,737
-1,828
-2% -$60K 2.19% 11
2022
Q3 		$2.48M Buy
78,565
+350
+0.4% +$11.5K 2.3% 7
2022
Q2 		$2.68M Sell
78,215
-1,900
-2% -$67.6K 2.25% 8
2022
Q1 		$2.95M Buy
+80,115
New +$2.86M 1.98% 7
2021
Q3 		– Sell
-69,711
Closed -$2.35M – 108
2021
Q2 		$2.35M Buy
69,711
+1,108
+2% +$38.3K 1.73% 10
2021
Q1 		$2.23M Sell
68,603
-36,256
-35% -$1.24M 1.8% 9
2020
Q4 		$3.8M Buy
104,859
+4,831
+5% +$173K 3.3% 3
2020
Q3 		$3.6M Sell
100,028
-24,833
-20% -$907K 3.61% 2
2020
Q2 		$4.24M Buy
124,861
+1,605
+1% +$52.6K 6.71% 1
2020
Q1 		$3.71M Buy
123,256
+4,750
+4% +$144K 7.94% 1
2019
Q4 		$3.44M Buy
+118,506
New +$3.36M 5.44% 2

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
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
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Summit Place Financial Advisors's IAU Position: Q2 2026 in Review

Summit Place Financial Advisors increased its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, buying an estimated $197K and bringing the position to 100,576 shares worth $7.59M. The position accounts for 3.33% of the portfolio, ranked #4.

Summit Place Financial Advisors first reported a position in IAU in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.66M in Q1 2026. 861 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Summit Place Financial Advisors held 100,576 shares of iShares Gold Trust worth $7.59M as of Q2 2026.
  • Summit Place Financial Advisors bought 2,322 iShares Gold Trust shares in Q2 2026, an estimated $197K.
  • iShares Gold Trust made up 3.33% of Summit Place Financial Advisors's portfolio in Q2 2026, its #4 holding.
  • Summit Place Financial Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 25 quarters since.
  • Summit Place Financial Advisors's iShares Gold Trust position peaked at $8.66M in Q1 2026.
  • 861 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.