ENVESTNET ASSET MANAGEMENT INC

Position in IAU — Ishares Gold Trust

CIK 1407543 Berwyn, PA

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Position in IAU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$664,566,454

-$127,665,842 QoQ

Shares Held

8,801,039

-2.1% QoQ

Ownership

1.12%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

of 1,904 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,566,454	8,801,039	-2.1%	Shares	Sole	2026-08-03
2026-03-31	$792,232,296	8,986,301	-53.4%	Shares	Sole	2026-05-04
2025-12-31	$1,566,903,650	19,303,975	-5.9%	Shares	Sole	2026-02-10
2025-09-30	$1,493,291,702	20,520,705	+47.7%	Shares	Sole	2025-11-05
2025-06-30	$866,606,256	13,896,829	-20.9%	Shares	Sole	2025-08-01
2025-03-31	$1,036,264,333	17,575,718	+63.1%	Shares	Sole	2025-04-29
2024-12-31	$533,651,060	10,778,652	+200.7%	Shares	Sole	2025-02-13
2024-09-30	$178,121,370	3,583,931	+1.9%	Shares	Sole	2024-11-07
2024-06-30	$154,576,710	3,518,705	+15.8%	Shares	Sole	2024-08-08
2024-03-31	$127,664,567	3,038,909	+0.6%	Shares	Sole	2024-05-13
2023-12-31	$117,929,418	3,021,507	-3.1%	Shares	Sole	2024-02-13
2023-09-30	$109,052,983	3,116,690	-5.0%	Shares	Sole	2023-11-13
2023-06-30	$119,337,438	3,279,402	+4.7%	Shares	Sole	2023-08-04
2023-03-31	$117,062,272	3,132,520	-1.2%	Shares	Sole	2023-05-11
2022-12-31	$109,616,886	3,169,034	-33.3%	Shares	Sole	2023-02-07
2022-09-30	$149,745,365	4,749,298	-1.4%	Shares	Sole	2022-11-10
2022-06-30	$165,301,394	4,817,878	-0.7%	Shares	Sole	2022-08-03
2022-03-31	$178,693,304	4,851,841	-1.1%	Shares	Sole	2022-05-04
2021-12-31	$170,726,097	4,904,513	-8.6%	Shares	Sole	2022-02-04
2021-09-30	$179,359,079	5,368,425	-1.2%	Shares	Sole	2021-10-07
2021-06-30	$183,239,941	5,435,774	-44.8%	Shares	Sole	2021-08-04
2021-03-31	$160,050,545	9,843,207	-16.4%	Shares	Sole	2021-05-04
2020-12-31	$213,403,498	11,770,739	+52.4%	Shares	Sole	2021-02-02
2020-09-30	$138,960,264	7,724,306	+8.7%	Shares	Sole	2020-10-09
2020-06-30	$120,724,874	7,105,643	+28.9%	Shares	Sole	2020-07-08
2020-03-31	$83,052,096	5,511,088	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.