WI
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WealthNavi Inc’s iShares Gold Trust IAU Stock Holding History

WealthNavi Inc’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 		$502M Sell
6,653,240
-268,531
-4% -$22.8M 3.94% 7
2026
Q1 		$610M Sell
6,921,771
-167,477
-2% -$15.4M 5.29% 5
2025
Q4 		$575M Sell
7,089,248
-41,295
-0.6% -$3.23M 5.09% 5
2025
Q3 		$519M Buy
7,130,543
+559,413
+9% +$36.5M 4.81% 5
2025
Q2 		$410M Buy
6,571,130
+521,530
+9% +$32.3M 4.13% 6
2025
Q1 		$357M Buy
6,049,600
+125,599
+2% +$6.79M 3.97% 6
2024
Q4 		$293M Buy
5,924,001
+141,211
+2% +$7.1M 3.41% 6
2024
Q3 		$287M Buy
5,782,790
+233,999
+4% +$11M 3.29% 6
2024
Q2 		$244M Buy
5,548,791
+299,364
+6% +$13.2M 3.09% 7
2024
Q1 		$221M Buy
5,249,427
+834,759
+19% +$32.7M 2.94% 7
2023
Q4 		$172M Buy
4,414,668
+505,352
+13% +$18.9M 2.5% 7
2023
Q3 		$137M Buy
3,909,316
+1,588,425
+68% +$58M 2.22% 7
2023
Q2 		$84.5M Buy
2,320,891
+1,442,110
+164% +$54.1M 1.37% 8
2023
Q1 		$32.8M Buy
878,781
+539,046
+159% +$19.3M 0.56% 8
2022
Q4 		$11.8M Buy
+339,735
New +$11.2M 0.22% 8

Other funds holding IAU

KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

WealthNavi Inc's IAU Position: Q2 2026 in Review

WealthNavi Inc reduced its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, selling an estimated $22.8M and leaving 6,653,240 shares worth $502M. The position accounts for 3.94% of the portfolio, ranked #7.

WealthNavi Inc first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $610M in Q1 2026. 872 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WealthNavi Inc held 6,653,240 shares of iShares Gold Trust worth $502M as of Q2 2026.
  • WealthNavi Inc sold 268,531 iShares Gold Trust shares in Q2 2026, an estimated $22.8M.
  • iShares Gold Trust made up 3.94% of WealthNavi Inc's portfolio in Q2 2026, its #7 holding.
  • WealthNavi Inc first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • WealthNavi Inc's iShares Gold Trust position peaked at $610M in Q1 2026.
  • 872 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WealthNavi Inc's 13F filing for Q2 2026, filed 23 Jul 2026.