4A
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4Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

4Wealth Advisors’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 		– Sell
-3,799
Closed -$323K – 155
2026
Q1 		$323K Sell
3,799
-2,144
-36% -$197K 0.28% 108
2025
Q4 		$482K Sell
5,943
-2,842
-32% -$222K 0.41% 83
2025
Q3 		$639K Buy
8,785
+939
+12% +$61.3K 0.57% 62
2025
Q2 		$489K Sell
7,846
-1,572
-17% -$97.4K 0.5% 71
2025
Q1 		$555K Sell
9,418
-46
-0.5% -$2.49K 0.61% 58
2024
Q4 		$469K Buy
+9,464
New +$476K 0.47% 75

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

4Wealth Advisors's IAU Position: Q2 2026 in Review

4Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,799 shares — an estimated $323K sold.

4Wealth Advisors first reported a position in IAU in Q4 2024 and held it in 6 quarters. The position peaked at $639K in Q3 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • 4Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 3,799 iShares Gold Trust shares in Q2 2026, an estimated $323K.
  • 4Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and held it in 6 quarters.
  • 4Wealth Advisors's iShares Gold Trust position peaked at $639K in Q3 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.