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Alterna Wealth Management’s iShares Gold Trust IAU Stock Holding History

Alterna Wealth 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 		$1.47M Sell
19,510
-2,021
-9% -$172K 0.85% 35
2026
Q1 		$1.9M Buy
21,531
+691
+3% +$63.4K 1.44% 23
2025
Q4 		$1.69M Sell
20,840
-2,872
-12% -$225K 1.41% 20
2025
Q3 		$1.73M Buy
23,712
+3,072
+15% +$200K 1.42% 20
2025
Q2 		$1.29M Sell
20,640
-1,801
-8% -$112K 1.03% 26
2025
Q1 		$1.32M Buy
22,441
+1,197
+6% +$64.8K 1% 26
2024
Q4 		$1.05M Buy
+21,244
New +$1.07M 0.89% 30
2024
Q2 		– Sell
-6,088
Closed -$256K – 110
2024
Q1 		$256K Sell
6,088
-22
-0.4% -$862 0.21% 79
2023
Q4 		$238K Hold
6,110
– – 0.29% 67
2023
Q3 		$214K Hold
6,110
– – 0.27% 66
2023
Q2 		$222K Hold
6,110
– – 0.26% 92
2023
Q1 		$228K Buy
6,110
+171
+3% +$6.14K 0.29% 72
2022
Q4 		$205K Buy
+5,939
New +$195K 0.23% 88
2022
Q3 		– Sell
-7,033
Closed -$241K – 92
2022
Q2 		$241K Sell
7,033
-5,411
-43% -$192K 0.24% 64
2022
Q1 		$458K Hold
12,444
– – 0.39% 53
2021
Q4 		$433K Buy
+12,444
New +$425K 0.36% 56

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

Alterna Wealth Management's IAU Position: Q2 2026 in Review

Alterna Wealth Management reduced its iShares Gold Trust (IAU) stake by 9.4% in Q2 2026, selling an estimated $172K and leaving 19,510 shares worth $1.47M. The position accounts for 0.85% of the portfolio, ranked #35.

Alterna Wealth Management first reported a position in IAU in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.9M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Alterna Wealth Management held 19,510 shares of iShares Gold Trust worth $1.47M as of Q2 2026.
  • Alterna Wealth Management sold 2,021 iShares Gold Trust shares in Q2 2026, an estimated $172K.
  • iShares Gold Trust made up 0.85% of Alterna Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Alterna Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 16 quarters since.
  • Alterna Wealth Management's iShares Gold Trust position peaked at $1.9M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.