VAS
IAU icon

Vestmark Advisory Solutions’s iShares Gold Trust IAU Stock Holding History

Vestmark Advisory Solutions’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 		$6M Buy
79,431
+12,650
+19% +$1.07M 0.06% 330
2026
Q1 		$5.89M Buy
66,781
+4,130
+7% +$379K 0.07% 306
2025
Q4 		$5.09M Buy
62,651
+39,964
+176% +$3.13M 0.07% 288
2025
Q3 		$1.65M Sell
22,687
-461,676
-95% -$30.1M 0.03% 442
2025
Q2 		$30.2M Buy
484,363
+473,673
+4,431% +$29.4M 0.44% 51
2025
Q1 		$630K Buy
+10,690
New +$578K 0.02% 484

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

Vestmark Advisory Solutions's IAU Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Gold Trust (IAU) stake by 19% in Q2 2026, buying an estimated $1.07M and bringing the position to 79,431 shares worth $6M. The position accounts for 0.06% of the portfolio, ranked #330.

Vestmark Advisory Solutions first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.2M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vestmark Advisory Solutions held 79,431 shares of iShares Gold Trust worth $6M as of Q2 2026.
  • Vestmark Advisory Solutions bought 12,650 iShares Gold Trust shares in Q2 2026, an estimated $1.07M.
  • iShares Gold Trust made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #330 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Vestmark Advisory Solutions's iShares Gold Trust position peaked at $30.2M in Q2 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.