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5T Wealth’s iShares Gold Trust IAU Stock Holding History

5T Wealth’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 		$1.89M Sell
25,009
-4,268
-15% -$362K 0.7% 42
2026
Q1 		$2.58M Sell
29,277
-12,820
-30% -$1.18M 1.02% 31
2025
Q4 		$3.42M Buy
42,097
+3,367
+9% +$263K 1.37% 23
2025
Q3 		$2.82M Buy
38,730
+10,813
+39% +$705K 1.23% 25
2025
Q2 		$1.74M Buy
27,917
+2,722
+11% +$169K 0.83% 38
2025
Q1 		$1.49M Buy
25,195
+12,450
+98% +$673K 0.8% 42
2024
Q4 		$631K Buy
+12,745
New +$640K 0.35% 65

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
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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

5T Wealth's IAU Position: Q2 2026 in Review

5T Wealth reduced its iShares Gold Trust (IAU) stake by 15% in Q2 2026, selling an estimated $362K and leaving 25,009 shares worth $1.89M. The position accounts for 0.7% of the portfolio, ranked #42.

5T Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q4 2025. 751 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • 5T Wealth held 25,009 shares of iShares Gold Trust worth $1.89M as of Q2 2026.
  • 5T Wealth sold 4,268 iShares Gold Trust shares in Q2 2026, an estimated $362K.
  • iShares Gold Trust made up 0.7% of 5T Wealth's portfolio in Q2 2026, its #42 holding.
  • 5T Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 5T Wealth's iShares Gold Trust position peaked at $3.42M in Q4 2025.
  • 751 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.