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

Tortoise 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 		$453K Hold
6,003
– – 0.03% 184
2026
Q1 		$529K Buy
6,003
+410
+7% +$37.6K 0.04% 157
2025
Q4 		$454K Buy
5,593
+101
+2% +$7.9K 0.04% 167
2025
Q3 		$400K Buy
5,492
+4,477
+441% +$292K 0.04% 172
2025
Q2 		$63.3K Buy
1,015
+115
+13% +$7.13K 0.01% 356
2025
Q1 		$53.1K Buy
+900
New +$48.7K 0.01% 366
2022
Q1 		– Sell
-19
Closed -$1K – 683
2021
Q4 		$1K Buy
+19
New +$649 ﹤0.01% 632
2016
Q4 		– Sell
-332
Closed -$8K – 495
2016
Q3 		$8K Hold
332
– – ﹤0.01% 338
2016
Q2 		$8K Buy
+332
New +$8.07K ﹤0.01% 336

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Tortoise Investment Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,003 shares worth $453K. The position accounts for 0.03% of the portfolio, ranked #184.

Tortoise Investment Management first reported a position in IAU in Q2 2016 and has held it in 9 quarters since. The position peaked at $529K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Tortoise Investment Management held 6,003 shares of iShares Gold Trust worth $453K as of Q2 2026.
  • Tortoise Investment Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Tortoise Investment Management's portfolio in Q2 2026, its #184 holding.
  • Tortoise Investment Management first reported a position in iShares Gold Trust in Q2 2016 and has held it in 9 quarters since.
  • Tortoise Investment Management's iShares Gold Trust position peaked at $529K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.