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Basecamp Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Basecamp Wealth Advisors’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 		$1.67M Hold
22,091
– – 0.31% 37
2026
Q1 		$1.95M Sell
22,091
-1,071
-5% -$98.2K 0.4% 27
2025
Q4 		$1.88M Buy
+23,162
New +$1.81M 0.4% 25

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

Basecamp Wealth Advisors's IAU Position: Q2 2026 in Review

Basecamp Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 22,091 shares worth $1.67M. The position accounts for 0.31% of the portfolio, ranked #37.

Basecamp Wealth Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q1 2026. 1,894 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Basecamp Wealth Advisors held 22,091 shares of iShares Gold Trust worth $1.67M as of Q2 2026.
  • Basecamp Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.31% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Basecamp Wealth Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's iShares Gold Trust position peaked at $1.95M in Q1 2026.
  • 1,894 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.