Alaska Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Alaska Wealth 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	$1.33M	Sell	17,578 -1,215	-6%	-$103K	0.14%	40
2026 Q1	$1.66M	Sell	18,793 -960	-5%	-$88.1K	0.2%	37
2025 Q4	$1.6M	Buy	19,753 +115	+0.6%	+$8.99K	0.2%	36
2025 Q3	$1.43M	Sell	19,638 -36,104	-65%	-$2.36M	0.19%	34
2025 Q2	$3.48M	Buy	55,742 +361	+0.7%	+$22.4K	0.5%	23
2025 Q1	$3.27M	Buy	+55,381	New	+$3M	0.51%	23

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

Alaska Wealth Advisors's IAU Position: Q2 2026 in Review

Alaska Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, selling an estimated $103K and leaving 17,578 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #40.

Alaska Wealth Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.48M in Q2 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Alaska Wealth Advisors held 17,578 shares of iShares Gold Trust worth $1.33M as of Q2 2026.
Alaska Wealth Advisors sold 1,215 iShares Gold Trust shares in Q2 2026, an estimated $103K.
iShares Gold Trust made up 0.14% of Alaska Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Alaska Wealth Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Alaska Wealth Advisors's iShares Gold Trust position peaked at $3.48M in Q2 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alaska Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.