SL
IAU icon

SWMG LLC’s iShares Gold Trust IAU Stock Holding History

SWMG LLC’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 		$984K Buy
12,896
+2,073
+19% +$176K 0.23% 37
2026
Q1 		$954K Sell
10,823
-12,478
-54% -$1.14M 0.27% 34
2025
Q4 		$2.17M Sell
23,301
-2,124
-8% -$166K 0.6% 23
2025
Q3 		$1.97M Buy
25,425
+8,674
+52% +$566K 0.6% 24
2025
Q2 		$1.05M Sell
16,751
-16,577
-50% -$1.03M 0.35% 40
2025
Q1 		$2.08M Buy
33,328
+23,660
+245% +$1.28M 0.82% 26
2024
Q4 		$503K Sell
9,668
-272
-3% -$13.7K 0.2% 73
2024
Q3 		$483K Buy
+9,940
New +$465K 0.2% 73

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

SWMG LLC's IAU Position: Q2 2026 in Review

SWMG LLC increased its iShares Gold Trust (IAU) stake by 19% in Q2 2026, buying an estimated $176K and bringing the position to 12,896 shares worth $984K. The position accounts for 0.23% of the portfolio, ranked #37.

SWMG LLC first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.17M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SWMG LLC held 12,896 shares of iShares Gold Trust worth $984K as of Q2 2026.
  • SWMG LLC bought 2,073 iShares Gold Trust shares in Q2 2026, an estimated $176K.
  • iShares Gold Trust made up 0.23% of SWMG LLC's portfolio in Q2 2026, its #37 holding.
  • SWMG LLC first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • SWMG LLC's iShares Gold Trust position peaked at $2.17M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SWMG LLC's 13F filing for Q2 2026, filed 15 Jul 2026.