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Williams Jones Wealth Management’s iShares Gold Trust IAU Stock Holding History

Williams Jones Wealth Management’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 		$45.7M Sell
605,714
-50,641
-8% -$4.3M 0.52% 44
2026
Q1 		$57.9M Buy
656,355
+22,503
+4% +$2.06M 0.71% 39
2025
Q4 		$51.4M Buy
633,852
+29,147
+5% +$2.28M 0.58% 44
2025
Q3 		$44M Buy
604,705
+212,070
+54% +$13.8M 0.5% 46
2025
Q2 		$24.5M Buy
392,635
+136,201
+53% +$8.44M 0.29% 60
2025
Q1 		$15.1M Buy
256,434
+105,350
+70% +$5.7M 0.19% 76
2024
Q4 		$7.48M Buy
151,084
+63,778
+73% +$3.2M 0.09% 116
2024
Q3 		$4.34M Buy
87,306
+600
+0.7% +$28.1K 0.05% 145
2024
Q2 		$3.81M Buy
86,706
+55,885
+181% +$2.47M 0.05% 149
2024
Q1 		$1.29M Sell
30,821
-1,525
-5% -$59.8K 0.02% 239
2023
Q4 		$1.26M Buy
32,346
+4,095
+14% +$153K 0.02% 234
2023
Q3 		$989K Hold
28,251
– – 0.02% 252
2023
Q2 		$1.03M Buy
28,251
+411
+1% +$15.4K 0.02% 257
2023
Q1 		$1.04M Buy
27,840
+575
+2% +$20.6K 0.02% 269
2022
Q4 		$943K Sell
27,265
-1,728
-6% -$56.7K 0.02% 273
2022
Q3 		$914K Buy
28,993
+518
+2% +$17K 0.02% 281
2022
Q2 		$977K Sell
28,475
-955
-3% -$34K 0.02% 276
2022
Q1 		$1.08M Buy
29,430
+6,874
+30% +$246K 0.02% 253
2021
Q4 		$785K Sell
22,556
-813
-3% -$27.8K 0.01% 278
2021
Q3 		$781K Hold
23,369
– – 0.01% 269
2021
Q2 		$788K Buy
23,369
+4,899
+27% +$169K 0.01% 270
2021
Q1 		$601K Buy
18,470
+5,375
+41% +$184K 0.01% 290
2020
Q4 		$475K Buy
13,095
+4,838
+59% +$173K 0.01% 291
2020
Q3 		$297K Buy
8,257
+3,000
+57% +$110K 0.01% 332
2020
Q2 		$179K Buy
+5,257
New +$172K ﹤0.01% 384

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

Williams Jones Wealth Management's IAU Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its iShares Gold Trust (IAU) stake by 7.7% in Q2 2026, selling an estimated $4.3M and leaving 605,714 shares worth $45.7M. The position accounts for 0.52% of the portfolio, ranked #44.

Williams Jones Wealth Management first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $57.9M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Williams Jones Wealth Management held 605,714 shares of iShares Gold Trust worth $45.7M as of Q2 2026.
  • Williams Jones Wealth Management sold 50,641 iShares Gold Trust shares in Q2 2026, an estimated $4.3M.
  • iShares Gold Trust made up 0.52% of Williams Jones Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Williams Jones Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Williams Jones Wealth Management's iShares Gold Trust position peaked at $57.9M in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.