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Wilmington Savings Fund Society’s iShares Gold Trust IAU Stock Holding History

Wilmington Savings Fund Society’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 		$46.4K Hold
615
– – ﹤0.01% 909
2026
Q1 		$54.2K Buy
615
+115
+23% +$10.5K ﹤0.01% 859
2025
Q4 		$40.6K Hold
500
– – ﹤0.01% 922
2025
Q3 		$36.4K Sell
500
-22,777
-98% -$1.49M ﹤0.01% 953
2025
Q2 		$1.45M Buy
23,277
+11,610
+100% +$719K 0.03% 355
2025
Q1 		$688K Buy
11,667
+5,660
+94% +$306K 0.01% 503
2024
Q4 		$297K Sell
6,007
-1,809
-23% -$90.9K 0.01% 708
2024
Q3 		$388K Buy
+7,816
New +$366K 0.01% 634

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

Wilmington Savings Fund Society's IAU Position: Q2 2026 in Review

Wilmington Savings Fund Society held its iShares Gold Trust (IAU) position steady in Q2 2026 at 615 shares worth $46.4K. The position accounts for ﹤0.01% of the portfolio, ranked #909.

Wilmington Savings Fund Society first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wilmington Savings Fund Society held 615 shares of iShares Gold Trust worth $46.4K as of Q2 2026.
  • Wilmington Savings Fund Society left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #909 holding.
  • Wilmington Savings Fund Society first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Wilmington Savings Fund Society's iShares Gold Trust position peaked at $1.45M in Q2 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.