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Abound Wealth Management’s iShares Gold Trust IAU Stock Holding History

Abound 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 		$6.64K Buy
+88
New +$7.47K ﹤0.01% 545
2026
Q1 		– Sell
-57
Closed -$4.63K – 1551
2025
Q4 		$4.63K Buy
57
+44
+338% +$3.44K ﹤0.01% 694
2025
Q3 		$947 Sell
13
-835
-98% -$54.5K ﹤0.01% 877
2025
Q2 		$52.9K Buy
848
+142
+20% +$8.8K 0.01% 201
2025
Q1 		$41.6K Buy
706
+282
+67% +$15.3K 0.01% 207
2024
Q4 		$21K Hold
424
– – 0.01% 276
2024
Q3 		$21.1K Sell
424
-432
-50% -$20.2K 0.01% 287
2024
Q2 		$37.6K Sell
856
-410
-32% -$18.1K 0.01% 182
2024
Q1 		$53.2K Buy
1,266
+13
+1% +$510 0.02% 145
2023
Q4 		$48.9K Buy
1,253
+821
+190% +$30.7K 0.02% 148
2023
Q3 		$15.1K Hold
432
– – 0.01% 260
2023
Q2 		$15.7K Hold
432
– – 0.01% 258
2023
Q1 		$16.1K Hold
432
– – 0.01% 229
2022
Q4 		$14.9K Hold
432
– – 0.01% 218
2022
Q3 		$13.6K Buy
+432
New +$14.2K 0.01% 244

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Abound Wealth Management's IAU Position: Q2 2026 in Review

Abound Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 88 shares worth $6.64K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: Abound Wealth Management previously reported a position in IAU as recently as Q4 2025.

Abound Wealth Management first reported a position in IAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $53.2K in Q1 2024. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Abound Wealth Management held 88 shares of iShares Gold Trust worth $6.64K as of Q2 2026.
  • iShares Gold Trust was a new Abound Wealth Management position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #545 holding.
  • Abound Wealth Management first reported a position in iShares Gold Trust in Q3 2022 and has held it in 15 quarters since.
  • Abound Wealth Management's iShares Gold Trust position peaked at $53.2K in Q1 2024.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.