Truist Financial
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Truist Financial’s iShares Gold Trust IAU Stock Holding History

Truist Financial’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
2020
Q3 		– Sell
-11,050
Closed -$375K – 2486
2020
Q2 		$375K Buy
+11,050
New +$362K ﹤0.01% 1790

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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Truist Financial's IAU Position: Q2 2026 in Review

Truist Financial reduced its iShares Gold Trust (IAU) stake by 44% in Q2 2026, selling an estimated $193M and leaving 2,939,343 shares worth $222M. The position accounts for 0.27% of the portfolio, ranked #71.

Truist Financial first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $479M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Truist Financial held 2,939,343 shares of iShares Gold Trust worth $222M as of Q2 2026.
  • Truist Financial sold 2,278,313 iShares Gold Trust shares in Q2 2026, an estimated $193M.
  • iShares Gold Trust made up 0.27% of Truist Financial's portfolio in Q2 2026, its #71 holding.
  • Truist Financial first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Truist Financial's iShares Gold Trust position peaked at $479M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.