TIAA Trust, National Association’s iShares Gold Trust IAU Stock Holding History

TIAA Trust, National Association’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	$4.67M	Sell	61,826 -2,672	-4%	-$227K	0.28%	63
2026 Q1	$5.69M	Sell	64,498 -643,129	-91%	-$59M	0.35%	56
2025 Q4	$57.4M	Buy	707,627 +40,071	+6%	+$3.13M	0.14%	83
2025 Q3	$48.6M	Buy	667,556 +40,142	+6%	+$2.62M	0.12%	86
2025 Q2	$39.1M	Sell	627,414 -216,991	-26%	-$13.4M	0.1%	95
2025 Q1	$49.8M	Buy	844,405 +122,209	+17%	+$6.61M	0.16%	83
2024 Q4	$35.8M	Buy	722,196 +18,333	+3%	+$921K	0.11%	95
2024 Q3	$35M	Buy	703,863 +106,997	+18%	+$5.01M	0.1%	99
2024 Q2	$26.2M	Buy	596,866 +60,641	+11%	+$2.68M	0.08%	111
2024 Q1	$22.5M	Buy	536,225 +108,561	+25%	+$4.26M	0.07%	118
2023 Q4	$16.7M	Sell	427,664 -412,649	-49%	-$15.4M	0.06%	135
2023 Q3	$29.4M	Buy	+840,313	New	+$30.7M	0.11%	99

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TIAA Trust, National Association's IAU Position: Q2 2026 in Review

TIAA Trust, National Association reduced its iShares Gold Trust (IAU) stake by 4.1% in Q2 2026, selling an estimated $227K and leaving 61,826 shares worth $4.67M. The position accounts for 0.28% of the portfolio, ranked #63.

TIAA Trust, National Association first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $57.4M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

TIAA Trust, National Association held 61,826 shares of iShares Gold Trust worth $4.67M as of Q2 2026.
TIAA Trust, National Association sold 2,672 iShares Gold Trust shares in Q2 2026, an estimated $227K.
iShares Gold Trust made up 0.28% of TIAA Trust, National Association's portfolio in Q2 2026, its #63 holding.
TIAA Trust, National Association first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's iShares Gold Trust position peaked at $57.4M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.