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Synergy Investment Management’s iShares Gold Trust IAU Stock Holding History

Synergy Investment Management’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 		$3.93M Buy
52,041
+14,525
+39% +$1.23M 0.95% 27
2026
Q1 		$3.31M Sell
37,516
-25,159
-40% -$2.31M 1.08% 26
2025
Q4 		$5.09M Buy
62,675
+2,744
+5% +$215K 1.8% 15
2025
Q3 		$4.36M Buy
+59,931
New +$3.91M 1.67% 16
2025
Q2 		– Sell
-39,265
Closed -$2.32M – 294
2025
Q1 		$2.32M Buy
39,265
+24,572
+167% +$1.33M 0.97% 27
2024
Q4 		$727K Buy
+14,693
New +$738K 0.31% 52

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

Synergy Investment Management's IAU Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Gold Trust (IAU) stake by 39% in Q2 2026, buying an estimated $1.23M and bringing the position to 52,041 shares worth $3.93M. The position accounts for 0.95% of the portfolio, ranked #27.

Synergy Investment Management first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.09M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Synergy Investment Management held 52,041 shares of iShares Gold Trust worth $3.93M as of Q2 2026.
  • Synergy Investment Management bought 14,525 iShares Gold Trust shares in Q2 2026, an estimated $1.23M.
  • iShares Gold Trust made up 0.95% of Synergy Investment Management's portfolio in Q2 2026, its #27 holding.
  • Synergy Investment Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Synergy Investment Management's iShares Gold Trust position peaked at $5.09M in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.