Barnes Wealth Management Group’s iShares Gold Trust IAU Stock Holding History

Barnes Wealth Management Group’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	$723K	Buy	9,581 +518	+6%	+$44K	0.33%	75
2026 Q1	$799K	Sell	9,063 -11,023	-55%	-$1.01M	0.41%	66
2025 Q4	$1.63M	Sell	20,086 -788	-4%	-$61.6K	0.87%	33
2025 Q3	$1.52M	Buy	20,874 +5,534	+36%	+$361K	0.84%	35
2025 Q2	$957K	Sell	15,340 -372	-2%	-$23.1K	0.56%	48
2025 Q1	$926K	Buy	15,712 +555	+4%	+$30K	0.59%	45
2024 Q4	$750K	Buy	+15,157	New	+$762K	0.5%	50

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

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

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

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Barnes Wealth Management Group's IAU Position: Q2 2026 in Review

Barnes Wealth Management Group increased its iShares Gold Trust (IAU) stake by 5.7% in Q2 2026, buying an estimated $44K and bringing the position to 9,581 shares worth $723K. The position accounts for 0.33% of the portfolio, ranked #75.

Barnes Wealth Management Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.63M in Q4 2025. 756 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Barnes Wealth Management Group held 9,581 shares of iShares Gold Trust worth $723K as of Q2 2026.
Barnes Wealth Management Group bought 518 iShares Gold Trust shares in Q2 2026, an estimated $44K.
iShares Gold Trust made up 0.33% of Barnes Wealth Management Group's portfolio in Q2 2026, its #75 holding.
Barnes Wealth Management Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Barnes Wealth Management Group's iShares Gold Trust position peaked at $1.63M in Q4 2025.
756 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.