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4J Wealth Management’s iShares Gold Trust IAU Stock Holding History

4J 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 		$1.98M Buy
26,157
+3,069
+13% +$261K 0.97% 22
2026
Q1 		$2.04M Sell
23,088
-9,203
-29% -$844K 1.16% 21
2025
Q4 		$2.62M Buy
32,291
+93
+0.3% +$7.27K 1.5% 14
2025
Q3 		$2.34M Buy
32,198
+2,287
+8% +$149K 1.38% 17
2025
Q2 		$1.87M Buy
29,911
+253
+0.9% +$15.7K 1.26% 19
2025
Q1 		$1.75M Buy
29,658
+96
+0.3% +$5.19K 1.38% 19
2024
Q4 		$1.46M Buy
+29,562
New +$1.49M 1.18% 19

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
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

4J Wealth Management's IAU Position: Q2 2026 in Review

4J Wealth Management increased its iShares Gold Trust (IAU) stake by 13% in Q2 2026, buying an estimated $261K and bringing the position to 26,157 shares worth $1.98M. The position accounts for 0.97% of the portfolio, ranked #22.

4J Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.62M in Q4 2025. 879 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • 4J Wealth Management held 26,157 shares of iShares Gold Trust worth $1.98M as of Q2 2026.
  • 4J Wealth Management bought 3,069 iShares Gold Trust shares in Q2 2026, an estimated $261K.
  • iShares Gold Trust made up 0.97% of 4J Wealth Management's portfolio in Q2 2026, its #22 holding.
  • 4J Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 4J Wealth Management's iShares Gold Trust position peaked at $2.62M in Q4 2025.
  • 879 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.