UF
IAU icon

Univest Financial’s iShares Gold Trust IAU Stock Holding History

Univest 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
2026
Q2 		$310K Sell
4,099
-3
-0.1% -$255 0.02% 235
2026
Q1 		$362K Buy
4,102
+3
+0.1% +$275 0.02% 217
2025
Q4 		$333K Buy
4,099
+496
+14% +$38.8K 0.02% 225
2025
Q3 		$262K Buy
3,603
+159
+5% +$10.4K 0.01% 236
2025
Q2 		$215K Buy
+3,444
New +$213K 0.01% 251

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

Univest Financial's IAU Position: Q2 2026 in Review

Univest Financial reduced its iShares Gold Trust (IAU) stake by 0.07% in Q2 2026, selling an estimated $255 and leaving 4,099 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #235.

Univest Financial first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $362K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Univest Financial held 4,099 shares of iShares Gold Trust worth $310K as of Q2 2026.
  • Univest Financial sold 3 iShares Gold Trust shares in Q2 2026, an estimated $255.
  • iShares Gold Trust made up 0.02% of Univest Financial's portfolio in Q2 2026, its #235 holding.
  • Univest Financial first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Univest Financial's iShares Gold Trust position peaked at $362K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.