5th Street Advisors’s iShares Gold Trust IAU Stock Holding History

5th Street 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	$1.37M	Buy	18,130 +344	+2%	+$29.2K	0.52%	26
2026 Q1	$1.57M	Buy	17,786 +1,747	+11%	+$160K	0.68%	26
2025 Q4	$1.3M	Sell	16,039 -1,583	-9%	-$124K	0.61%	24
2025 Q3	$1.28M	Buy	17,622 +935	+6%	+$61K	0.63%	23
2025 Q2	$1.04M	Buy	16,687 +412	+3%	+$25.5K	0.52%	27
2025 Q1	$960K	Buy	16,275 +5,071	+45%	+$274K	0.46%	29
2024 Q4	$555K	Buy	11,204 +3,754	+50%	+$189K	0.29%	23
2024 Q3	$370K	Buy	+7,450	New	+$349K	0.18%	28

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

5th Street Advisors's IAU Position: Q2 2026 in Review

5th Street Advisors increased its iShares Gold Trust (IAU) stake by 1.9% in Q2 2026, buying an estimated $29.2K and bringing the position to 18,130 shares worth $1.37M. The position accounts for 0.52% of the portfolio, ranked #26.

5th Street Advisors first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

5th Street Advisors held 18,130 shares of iShares Gold Trust worth $1.37M as of Q2 2026.
5th Street Advisors bought 344 iShares Gold Trust shares in Q2 2026, an estimated $29.2K.
iShares Gold Trust made up 0.52% of 5th Street Advisors's portfolio in Q2 2026, its #26 holding.
5th Street Advisors first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
5th Street Advisors's iShares Gold Trust position peaked at $1.57M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on 5th Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.