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Summit Trail Advisors’s iShares Gold Trust IAU Stock Holding History

Summit Trail 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
Q1 		$29.6M Buy
336,119
+47,488
+16% +$4.36M 0.42% 29
2025
Q4 		$23.4M Sell
288,631
-96,684
-25% -$7.56M 0.41% 31
2025
Q3 		$28M Buy
385,315
+101,332
+36% +$6.61M 0.39% 35
2025
Q2 		$17.7M Buy
+283,983
New +$17.6M 0.3% 39
2024
Q4 		– Sell
-183,389
Closed -$9.11M – 549
2024
Q3 		$9.11M Buy
183,389
+38,982
+27% +$1.82M 0.23% 50
2024
Q2 		$6.34M Buy
144,407
+16,715
+13% +$739K 0.17% 56
2024
Q1 		$5.36M Sell
127,692
-7,612
-6% -$298K 0.14% 58
2023
Q4 		$5.28M Sell
135,304
-177,859
-57% -$6.66M 0.17% 51
2023
Q3 		$11M Sell
313,163
-64,720
-17% -$2.36M 0.4% 32
2023
Q2 		$13.8M Sell
377,883
-87,340
-19% -$3.27M 0.52% 28
2023
Q1 		$17.4M Buy
465,223
+174,936
+60% +$6.28M 0.7% 19
2022
Q4 		$10M Sell
290,287
-30,503
-10% -$1M 0.45% 31
2022
Q3 		$10.1M Sell
320,790
-158
-0% -$5.18K 0.55% 30
2022
Q2 		$11M Buy
+320,948
New +$11.4M 0.68% 27
2022
Q1 		– Sell
-284,732
Closed -$9.91M – 346
2021
Q4 		$9.91M Sell
284,732
-446,327
-61% -$15.3M 0.64% 36
2021
Q3 		$24.4M Sell
731,059
-14,871
-2% -$507K 1.83% 13
2021
Q2 		$25.1M Sell
745,930
-208,957
-22% -$7.22M 2.2% 10
2021
Q1 		$31.1M Buy
954,887
+96,660
+11% +$3.3M 3.35% 6
2020
Q4 		$31.1M Sell
858,227
-76,959
-8% -$2.75M 3.92% 5
2020
Q3 		$33.5M Buy
935,186
+923,967
+8,236% +$33.7M 6.47% 2
2020
Q2 		$381K Buy
11,219
+5,320
+90% +$174K 0.07% 113
2020
Q1 		$178K Buy
+5,899
New +$178K 0.05% 111

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Summit Trail Advisors's IAU Position: Q1 2026 in Review

Summit Trail Advisors increased its iShares Gold Trust (IAU) stake by 16% in Q1 2026, buying an estimated $4.36M and bringing the position to 336,119 shares worth $29.6M. The position accounts for 0.42% of the portfolio, ranked #29.

Summit Trail Advisors first reported a position in IAU in Q1 2020 and has held it in 22 quarters since. The position peaked at $33.5M in Q3 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Summit Trail Advisors held 336,119 shares of iShares Gold Trust worth $29.6M as of Q1 2026.
  • Summit Trail Advisors bought 47,488 iShares Gold Trust shares in Q1 2026, an estimated $4.36M.
  • iShares Gold Trust made up 0.42% of Summit Trail Advisors's portfolio in Q1 2026, its #29 holding.
  • Summit Trail Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • Summit Trail Advisors's iShares Gold Trust position peaked at $33.5M in Q3 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.