SW
IAU icon

SVB Wealth’s iShares Gold Trust IAU Stock Holding History

SVB Wealth’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 		$613K Sell
8,112
-40
-0.5% -$3.4K 0.04% 251
2026
Q1 		$719K Hold
8,152
– – 0.05% 225
2025
Q4 		$662K Buy
8,152
+250
+3% +$19.6K 0.04% 251
2025
Q3 		$575K Hold
7,902
– – 0.03% 281
2025
Q2 		$493K Buy
+7,902
New +$490K 0.03% 299
2025
Q1 		– Sell
-5,807
Closed -$288K – 1619
2024
Q4 		$288K Buy
+5,807
New +$292K 0.01% 575
2024
Q3 		– Sell
-5,712
Closed -$251K – 281
2024
Q2 		$251K Buy
5,712
+118
+2% +$5.21K 0.01% 612
2024
Q1 		$235K Buy
5,594
+399
+8% +$15.6K 0.01% 705
2023
Q4 		$203K Sell
5,195
-3,518
-40% -$132K ﹤0.01% 771
2023
Q3 		$305K Sell
8,713
-29,999
-77% -$1.09M 0.01% 604
2023
Q2 		$1.41M Sell
38,712
-10,159
-21% -$381K 0.03% 295
2023
Q1 		$1.83M Sell
48,871
-29,572
-38% -$1.06M 0.03% 279
2022
Q4 		$2.71M Sell
78,443
-4,635
-6% -$152K 0.04% 228
2022
Q3 		$2.62M Sell
83,078
-5,121
-6% -$168K 0.04% 223
2022
Q2 		$3.03M Buy
88,199
+2,493
+3% +$88.7K 0.05% 186
2022
Q1 		$3.16M Sell
85,706
-6,690
-7% -$239K 0.04% 181
2021
Q4 		$3.22M Buy
92,396
+1,139
+1% +$38.9K 0.05% 177
2021
Q3 		$3.05M Sell
91,257
-199
-0.2% -$6.78K 0.04% 207
2021
Q2 		$3.08M Buy
91,456
+23,624
+35% +$817K 0.04% 213
2021
Q1 		$2.21M Buy
67,832
+8,427
+14% +$288K 0.03% 232
2020
Q4 		$2.15M Buy
59,405
+6,719
+13% +$240K 0.03% 222
2020
Q3 		$1.9M Buy
52,686
+8,860
+20% +$324K 0.03% 219
2020
Q2 		$1.49M Buy
43,826
+18,201
+71% +$596K 0.03% 228
2020
Q1 		$772K Sell
25,625
-6,232
-20% -$188K 0.02% 260
2019
Q4 		$924K Buy
31,857
+6,857
+27% +$194K 0.02% 312
2019
Q3 		$705K Buy
+25,000
New +$705K 0.01% 321

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

SVB Wealth's IAU Position: Q2 2026 in Review

SVB Wealth reduced its iShares Gold Trust (IAU) stake by 0.49% in Q2 2026, selling an estimated $3.4K and leaving 8,112 shares worth $613K. The position accounts for 0.04% of the portfolio, ranked #251.

SVB Wealth first reported a position in IAU in Q3 2019 and has held it in 26 quarters since. The position peaked at $3.22M in Q4 2021. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SVB Wealth held 8,112 shares of iShares Gold Trust worth $613K as of Q2 2026.
  • SVB Wealth sold 40 iShares Gold Trust shares in Q2 2026, an estimated $3.4K.
  • iShares Gold Trust made up 0.04% of SVB Wealth's portfolio in Q2 2026, its #251 holding.
  • SVB Wealth first reported a position in iShares Gold Trust in Q3 2019 and has held it in 26 quarters since.
  • SVB Wealth's iShares Gold Trust position peaked at $3.22M in Q4 2021.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.