WAU
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Wellington-Altus USA’s iShares Gold Trust IAU Stock Holding History

Wellington-Altus USA’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 		$427K Hold
4,847
– – 0.3% 72
2026
Q1 		$366K Sell
4,847
-750
-13% -$68.8K 0.22% 102
2025
Q4 		$454K Buy
+5,597
New +$438K 0.34% 67

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

Wellington-Altus USA's IAU Position: Q2 2026 in Review

Wellington-Altus USA held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,847 shares worth $427K. The position accounts for 0.3% of the portfolio, ranked #72.

Wellington-Altus USA first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $454K in Q4 2025. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wellington-Altus USA held 4,847 shares of iShares Gold Trust worth $427K as of Q2 2026.
  • Wellington-Altus USA left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.3% of Wellington-Altus USA's portfolio in Q2 2026, its #72 holding.
  • Wellington-Altus USA first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's iShares Gold Trust position peaked at $454K in Q4 2025.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.