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Avidian Wealth Enterprises’s iShares Gold Trust IAU Stock Holding History

Avidian Wealth Enterprises’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 		$1.25M Buy
16,497
+198
+1% +$16.8K 0.03% 280
2026
Q1 		$1.44M Sell
16,299
-859
-5% -$78.8K 0.05% 236
2025
Q4 		$1.39M Buy
17,158
+578
+3% +$45.2K 0.05% 179
2025
Q3 		$1.21M Buy
16,580
+1,222
+8% +$79.7K 0.05% 192
2025
Q2 		$958K Buy
15,358
+656
+4% +$40.6K 0.04% 207
2025
Q1 		$867K Buy
14,702
+1,828
+14% +$98.9K 0.04% 216
2024
Q4 		$637K Buy
12,874
+1,385
+12% +$69.6K 0.03% 253
2024
Q3 		$571K Buy
+11,489
New +$538K 0.03% 277
2023
Q2 		– Sell
-7,240
Closed -$271K – 448
2023
Q1 		$271K Buy
7,240
+278
+4% +$9.98K 0.01% 404
2022
Q4 		$241K Buy
6,962
+57
+0.8% +$1.87K 0.02% 400
2022
Q3 		$218K Buy
+6,905
New +$226K 0.02% 375
2021
Q2 		– Sell
-6,926
Closed -$225K – 401
2021
Q1 		$225K Buy
+6,926
New +$237K 0.02% 329

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

Avidian Wealth Enterprises's IAU Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its iShares Gold Trust (IAU) stake by 1.2% in Q2 2026, buying an estimated $16.8K and bringing the position to 16,497 shares worth $1.25M. The position accounts for 0.03% of the portfolio, ranked #280.

Avidian Wealth Enterprises first reported a position in IAU in Q1 2021 and has held it in 12 quarters since. The position peaked at $1.44M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Avidian Wealth Enterprises held 16,497 shares of iShares Gold Trust worth $1.25M as of Q2 2026.
  • Avidian Wealth Enterprises bought 198 iShares Gold Trust shares in Q2 2026, an estimated $16.8K.
  • iShares Gold Trust made up 0.03% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #280 holding.
  • Avidian Wealth Enterprises first reported a position in iShares Gold Trust in Q1 2021 and has held it in 12 quarters since.
  • Avidian Wealth Enterprises's iShares Gold Trust position peaked at $1.44M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.