SA
IAU icon

Sunesis Advisors’s iShares Gold Trust IAU Stock Holding History

Sunesis 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 		$1.5M Sell
19,800
-1,028
-5% -$87.3K 0.62% 23
2026
Q1 		$1.84M Sell
20,828
-7,375
-26% -$677K 0.83% 18
2025
Q4 		$2.29M Hold
28,203
– – 1.04% 17
2025
Q3 		$2.05M Buy
+28,203
New +$1.84M 0.96% 16
2025
Q1 		$2.15M Hold
36,471
– – 1.17% 14
2024
Q4 		$1.81M Hold
36,471
– – 1.1% 16
2024
Q3 		$1.81M Hold
36,471
– – 1.09% 15
2024
Q2 		$1.6M Sell
36,471
-6,077
-14% -$269K 0.95% 19
2024
Q1 		$1.79M Sell
42,548
-9,666
-19% -$379K 1.05% 17
2023
Q4 		$2.04M Hold
52,214
– – 1.24% 16
2023
Q3 		$1.83M Buy
+52,214
New +$1.91M 1.3% 9
2023
Q1 		$1.95M Sell
52,216
-5
-0% -$179 1.4% 8
2022
Q4 		$1.81M Hold
52,221
– – 1.16% 14
2022
Q3 		$1.65M Hold
52,221
– – 1.13% 16
2022
Q2 		$1.79M Hold
52,221
– – 1.16% 16
2022
Q1 		$1.92M Hold
52,221
– – 1.11% 16
2021
Q4 		$1.82M Buy
+52,221
New +$1.78M 1.33% 17
2021
Q2 		– Sell
-52,214
Closed -$1.7M – 32
2021
Q1 		$1.7M Buy
52,214
+5
+0% +$171 1.36% 16
2020
Q4 		$1.89M Hold
52,209
– – 1.53% 15
2020
Q3 		$1.88M Hold
52,209
– – 1.67% 13
2020
Q2 		$1.77M Hold
52,209
– – 1.63% 13
2020
Q1 		$1.57M Hold
52,209
– – 1.58% 15
2019
Q4 		$1.51M Sell
52,209
-220
-0.4% -$6.24K 1.38% 16
2019
Q3 		$1.48M Sell
52,429
-7,017
-12% -$198K 1.53% 16
2019
Q2 		$1.6M Hold
59,446
– – 1.72% 15
2019
Q1 		$1.47M Hold
59,446
– – 1.48% 17
2018
Q4 		$1.46M Hold
59,446
– – 1.59% 16
2018
Q3 		$1.36M Buy
+59,446
New +$1.38M 1.37% 18

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

Sunesis Advisors's IAU Position: Q2 2026 in Review

Sunesis Advisors reduced its iShares Gold Trust (IAU) stake by 4.9% in Q2 2026, selling an estimated $87.3K and leaving 19,800 shares worth $1.5M. The position accounts for 0.62% of the portfolio, ranked #23.

Sunesis Advisors first reported a position in IAU in Q3 2018 and has held it in 28 quarters since. The position peaked at $2.29M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sunesis Advisors held 19,800 shares of iShares Gold Trust worth $1.5M as of Q2 2026.
  • Sunesis Advisors sold 1,028 iShares Gold Trust shares in Q2 2026, an estimated $87.3K.
  • iShares Gold Trust made up 0.62% of Sunesis Advisors's portfolio in Q2 2026, its #23 holding.
  • Sunesis Advisors first reported a position in iShares Gold Trust in Q3 2018 and has held it in 28 quarters since.
  • Sunesis Advisors's iShares Gold Trust position peaked at $2.29M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.