Washington Trust Advisors’s iShares Gold Trust IAU Stock Holding History

Washington Trust Advisors’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 Q1	$62.9K	Sell	713 -248	-26%	-$22.7K	0.01%	335
2025 Q4	$78K	Hold	961	–	–	0.01%	311
2025 Q3	$69.9K	Buy	961 +800	+497%	+$52.2K	0.01%	323
2025 Q2	$10K	Hold	161	–	–	﹤0.01%	477
2025 Q1	$9.49K	Hold	161	–	–	﹤0.01%	475
2024 Q4	$7.97K	Hold	161	–	–	﹤0.01%	508
2024 Q3	$8K	Hold	161	–	–	﹤0.01%	513
2024 Q2	$7.07K	Hold	161	–	–	﹤0.01%	514
2024 Q1	$6.76K	Hold	161	–	–	﹤0.01%	533
2023 Q4	$6.28K	Hold	161	–	–	﹤0.01%	545
2023 Q3	$5.63K	Hold	161	–	–	﹤0.01%	535
2023 Q2	$5.86K	Hold	161	–	–	﹤0.01%	524
2023 Q1	$6.02K	Hold	161	–	–	﹤0.01%	580
2022 Q4	$5.57K	Hold	161	–	–	﹤0.01%	586
2022 Q3	$5K	Hold	161	–	–	﹤0.01%	715
2022 Q2	$6K	Hold	161	–	–	﹤0.01%	714
2022 Q1	$6K	Hold	161	–	–	﹤0.01%	788
2021 Q4	$6K	Buy	+161	New	+$5.5K	﹤0.01%	821

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Washington Trust Advisors's IAU Position: Q1 2026 in Review

Washington Trust Advisors reduced its iShares Gold Trust (IAU) stake by 26% in Q1 2026, selling an estimated $22.7K and leaving 713 shares worth $62.9K. The position accounts for 0.01% of the portfolio, ranked #335.

Washington Trust Advisors first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $78K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Washington Trust Advisors held 713 shares of iShares Gold Trust worth $62.9K as of Q1 2026.
Washington Trust Advisors sold 248 iShares Gold Trust shares in Q1 2026, an estimated $22.7K.
iShares Gold Trust made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #335 holding.
Washington Trust Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's iShares Gold Trust position peaked at $78K in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.