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Systelligence LLC’s iShares Gold Trust IAU Stock Holding History

Systelligence 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 		$3.3M Buy
43,760
+8,303
+23% +$705K 0.55% 49
2026
Q1 		$3.13M Sell
35,457
-56,930
-62% -$5.22M 0.61% 46
2025
Q4 		$7.5M Buy
92,387
+28,019
+44% +$2.19M 1.43% 31
2025
Q3 		$4.68M Sell
64,368
-64,720
-50% -$4.22M 0.89% 38
2025
Q2 		$8.05M Buy
129,088
+8,998
+7% +$558K 1.49% 31
2025
Q1 		$7.08M Sell
120,090
-24,991
-17% -$1.35M 1.7% 29
2024
Q4 		$7.18M Buy
145,081
+3,017
+2% +$152K 1.77% 32
2024
Q3 		$7.06M Sell
142,064
-17,361
-11% -$813K 1.75% 29
2024
Q2 		$7M Sell
159,425
-9,692
-6% -$428K 1.86% 27
2024
Q1 		$7.1M Sell
169,117
-327
-0.2% -$12.8K 1.86% 27
2023
Q4 		$6.61M Buy
169,444
+14,936
+10% +$559K 1.8% 27
2023
Q3 		$5.41M Sell
154,508
-1,158
-0.7% -$42.3K 1.52% 28
2023
Q2 		$5.66M Sell
155,666
-113,790
-42% -$4.27M 1.79% 21
2023
Q1 		$10.1M Sell
269,456
-8,382
-3% -$301K 2.58% 18
2022
Q4 		$9.61M Sell
277,838
-98,606
-26% -$3.24M 2.5% 17
2022
Q3 		$11.9M Hold
376,444
– – 3.63% 12
2022
Q2 		$12.9M Sell
376,444
-19,911
-5% -$708K 3.75% 13
2022
Q1 		$14.6M Sell
396,355
-36,590
-8% -$1.31M 3.15% 12
2021
Q4 		$15.1M Sell
432,945
-7,681
-2% -$263K 4.16% 7
2021
Q3 		$14.7M Buy
440,626
+70,407
+19% +$2.4M 3.91% 8
2021
Q2 		$12.5M Sell
370,219
-385,018
-51% -$13.3M 3.29% 11
2021
Q1 		$24.6M Buy
+755,237
New +$25.8M 6.85% 2

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

Systelligence LLC's IAU Position: Q2 2026 in Review

Systelligence LLC increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $705K and bringing the position to 43,760 shares worth $3.3M. The position accounts for 0.55% of the portfolio, ranked #49.

Systelligence LLC first reported a position in IAU in Q1 2021 and has held it in 22 quarters since. The position peaked at $24.6M in Q1 2021. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Systelligence LLC held 43,760 shares of iShares Gold Trust worth $3.3M as of Q2 2026.
  • Systelligence LLC bought 8,303 iShares Gold Trust shares in Q2 2026, an estimated $705K.
  • iShares Gold Trust made up 0.55% of Systelligence LLC's portfolio in Q2 2026, its #49 holding.
  • Systelligence LLC first reported a position in iShares Gold Trust in Q1 2021 and has held it in 22 quarters since.
  • Systelligence LLC's iShares Gold Trust position peaked at $24.6M in Q1 2021.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Systelligence LLC's 13F filing for Q2 2026, filed 14 Jul 2026.