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Beacon Harbor Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Beacon Harbor 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 		– Sell
-165,164
Closed -$14.6M – 77
2026
Q1 		$14.6M Sell
165,164
-4,110
-2% -$377K 3.05% 6
2025
Q4 		$13.7M Sell
169,274
-8,334
-5% -$652K 3.05% 6
2025
Q3 		$12.9M Buy
177,608
+3,404
+2% +$222K 3.02% 8
2025
Q2 		$10.9M Sell
174,204
-65,795
-27% -$4.08M 2.71% 9
2025
Q1 		$14.2M Sell
239,999
-17,315
-7% -$937K 3.29% 5
2024
Q4 		$12.7M Buy
257,314
+10,798
+4% +$543K 2.97% 4
2024
Q3 		$12.3M Buy
246,516
+1,444
+0.6% +$67.6K 2.92% 6
2024
Q2 		$10.8M Buy
245,072
+3,639
+2% +$161K 2.8% 6
2024
Q1 		$10.1M Buy
241,433
+12,486
+5% +$489K 2.69% 7
2023
Q4 		$8.94M Buy
+228,947
New +$8.57M 2.6% 9
2023
Q2 		– Sell
-252,575
Closed -$9.44M – 79
2023
Q1 		$9.44M Buy
+252,575
New +$9.06M 3.3% 5
2022
Q2 		$9.27M Buy
270,251
+1,198
+0.4% +$42.6K 3.27% 5
2022
Q1 		$9.91M Buy
+269,053
New +$9.61M 3.24% 6
2020
Q4 		– Sell
-343,430
Closed -$12.4M – 73
2020
Q3 		$12.4M Buy
343,430
+253,441
+282% +$9.26M 6.03% 4
2020
Q2 		$3.06M Buy
+89,989
New +$2.95M 1.76% 24

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SG
SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IAU Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 165,164 shares — an estimated $14.6M sold.

Beacon Harbor Wealth Advisors first reported a position in IAU in Q2 2020 and held it in 15 quarters. The position peaked at $14.6M in Q1 2026. 1,755 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 165,164 iShares Gold Trust shares in Q2 2026, an estimated $14.6M.
  • Beacon Harbor Wealth Advisors first reported a position in iShares Gold Trust in Q2 2020 and held it in 15 quarters.
  • Beacon Harbor Wealth Advisors's iShares Gold Trust position peaked at $14.6M in Q1 2026.
  • 1,755 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.