Alaethes Wealth’s iShares Gold Trust IAU Stock Holding History

Alaethes 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	$3.03M	Buy	40,114 +125	+0.3%	+$10.6K	0.88%	30
2026 Q1	$3.53M	Buy	39,989 +403	+1%	+$37K	1%	25
2025 Q4	$3.21M	Buy	39,586 +676	+2%	+$52.9K	0.9%	27
2025 Q3	$2.83M	Buy	38,910 +1,778	+5%	+$116K	0.8%	33
2025 Q2	$2.32M	Buy	+37,132	New	+$2.3M	0.69%	45
2022 Q2	–	Sell	-750	Closed	-$28K	–	193
2022 Q1	$28K	Hold	750	–	–	0.02%	154
2021 Q4	$26K	Hold	750	–	–	0.02%	159
2021 Q3	$25K	Hold	750	–	–	0.02%	150
2021 Q2	$25K	Buy	+750	New	+$25.9K	0.02%	146

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

Alaethes Wealth's IAU Position: Q2 2026 in Review

Alaethes Wealth increased its iShares Gold Trust (IAU) stake by 0.31% in Q2 2026, buying an estimated $10.6K and bringing the position to 40,114 shares worth $3.03M. The position accounts for 0.88% of the portfolio, ranked #30.

Alaethes Wealth first reported a position in IAU in Q2 2021 and has held it in 9 quarters since. The position peaked at $3.53M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Alaethes Wealth held 40,114 shares of iShares Gold Trust worth $3.03M as of Q2 2026.
Alaethes Wealth bought 125 iShares Gold Trust shares in Q2 2026, an estimated $10.6K.
iShares Gold Trust made up 0.88% of Alaethes Wealth's portfolio in Q2 2026, its #30 holding.
Alaethes Wealth first reported a position in iShares Gold Trust in Q2 2021 and has held it in 9 quarters since.
Alaethes Wealth's iShares Gold Trust position peaked at $3.53M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alaethes Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.