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Alchemi Wealth’s iShares Gold Trust IAU Stock Holding History

Alchemi 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 		$274K Buy
3,626
+35
+1% +$2.97K 0.13% 137
2026
Q1 		$317K Buy
3,591
+186
+5% +$17.1K 0.18% 124
2025
Q4 		$276K Buy
+3,405
New +$266K 0.15% 127

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

Alchemi Wealth's IAU Position: Q2 2026 in Review

Alchemi Wealth increased its iShares Gold Trust (IAU) stake by 0.97% in Q2 2026, buying an estimated $2.97K and bringing the position to 3,626 shares worth $274K. The position accounts for 0.13% of the portfolio, ranked #137.

Alchemi Wealth first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alchemi Wealth held 3,626 shares of iShares Gold Trust worth $274K as of Q2 2026.
  • Alchemi Wealth bought 35 iShares Gold Trust shares in Q2 2026, an estimated $2.97K.
  • iShares Gold Trust made up 0.13% of Alchemi Wealth's portfolio in Q2 2026, its #137 holding.
  • Alchemi Wealth first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Alchemi Wealth's iShares Gold Trust position peaked at $317K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.