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Alteri Wealth’s iShares Gold Trust IAU Stock Holding History

Alteri 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 		$330K Hold
4,375
– – 0.09% 223
2026
Q1 		$386K Hold
4,375
– – 0.13% 190
2025
Q4 		$355K Hold
4,375
– – 0.12% 203
2025
Q3 		$318K Hold
4,375
– – 0.11% 210
2025
Q2 		$273K Hold
4,375
– – 0.11% 211
2025
Q1 		$258K Buy
4,375
+150
+4% +$8.11K 0.11% 206
2024
Q4 		$209K Buy
+4,225
New +$212K 0.06% 234

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Alteri Wealth's IAU Position: Q2 2026 in Review

Alteri Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,375 shares worth $330K. The position accounts for 0.09% of the portfolio, ranked #223.

Alteri Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $386K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alteri Wealth held 4,375 shares of iShares Gold Trust worth $330K as of Q2 2026.
  • Alteri Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.09% of Alteri Wealth's portfolio in Q2 2026, its #223 holding.
  • Alteri Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's iShares Gold Trust position peaked at $386K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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