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Advyzon Investment Management’s iShares Gold Trust IAU Stock Holding History

Advyzon Investment 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 		$3.85M Buy
50,994
+8,456
+20% +$718K 0.28% 87
2026
Q1 		$3.75M Sell
42,538
-33,407
-44% -$3.06M 0.34% 69
2025
Q4 		$6.16M Sell
75,945
-10,871
-13% -$850K 0.72% 29
2025
Q3 		$6.32M Buy
86,816
+67,107
+340% +$4.38M 1.08% 18
2025
Q2 		$1.23M Buy
19,709
+8,268
+72% +$512K 0.27% 77
2025
Q1 		$675K Buy
11,441
+6,568
+135% +$355K 0.24% 81
2024
Q4 		$241K Buy
+4,873
New +$245K 0.09% 197

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

Advyzon Investment Management's IAU Position: Q2 2026 in Review

Advyzon Investment Management increased its iShares Gold Trust (IAU) stake by 20% in Q2 2026, buying an estimated $718K and bringing the position to 50,994 shares worth $3.85M. The position accounts for 0.28% of the portfolio, ranked #87.

Advyzon Investment Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.32M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Advyzon Investment Management held 50,994 shares of iShares Gold Trust worth $3.85M as of Q2 2026.
  • Advyzon Investment Management bought 8,456 iShares Gold Trust shares in Q2 2026, an estimated $718K.
  • iShares Gold Trust made up 0.28% of Advyzon Investment Management's portfolio in Q2 2026, its #87 holding.
  • Advyzon Investment Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Advyzon Investment Management's iShares Gold Trust position peaked at $6.32M in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.