Atlantic Edge Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Atlantic Edge Private 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	$207K	Hold	2,745	–	–	0.04%	136
2026 Q1	$242K	Buy	2,745 +745	+37%	+$68.3K	0.06%	125
2025 Q4	$162K	Hold	2,000	–	–	0.04%	142
2025 Q3	$146K	Hold	2,000	–	–	0.04%	152
2025 Q2	$125K	Hold	2,000	–	–	0.03%	154
2025 Q1	$118K	Hold	2,000	–	–	0.04%	150
2024 Q4	$99K	Hold	2,000	–	–	0.03%	164
2024 Q3	$99.4K	Hold	2,000	–	–	0.03%	164
2024 Q2	$87.9K	Hold	2,000	–	–	0.03%	164
2024 Q1	$84K	Hold	2,000	–	–	0.03%	160
2023 Q4	$78.1K	Buy	+2,000	New	+$74.8K	0.03%	162

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Atlantic Edge Private Wealth Management's IAU Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,745 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #136.

Atlantic Edge Private Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $242K in Q1 2026. 816 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Atlantic Edge Private Wealth Management held 2,745 shares of iShares Gold Trust worth $207K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.04% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #136 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Atlantic Edge Private Wealth Management's iShares Gold Trust position peaked at $242K in Q1 2026.
816 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.