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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

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

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. 1,910 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.
  • 1,910 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.