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Beacon Investment Advisory Services’s iShares Gold Trust IAU Stock Holding History

Beacon Investment Advisory Services’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 		$76.9M Buy
1,019,061
+47,402
+5% +$4.02M 2.86% 4
2026
Q1 		$85.7M Buy
971,659
+45,208
+5% +$4.15M 3.52% 3
2025
Q4 		$75.2M Buy
926,451
+3,003
+0.3% +$235K 3.07% 5
2025
Q3 		$67.2M Buy
923,448
+3,510
+0.4% +$229K 2.83% 7
2025
Q2 		$57.4M Buy
919,938
+10,316
+1% +$639K 2.53% 8
2025
Q1 		$53.6M Sell
909,622
-26,575
-3% -$1.44M 2.51% 9
2024
Q4 		$46.4M Sell
936,197
-97,704
-9% -$4.91M 2.01% 11
2024
Q3 		$51.4M Sell
1,033,901
-16,086
-2% -$753K 2.14% 9
2024
Q2 		$46.1M Sell
1,049,987
-8,775
-0.8% -$388K 1.98% 10
2024
Q1 		$44.5M Buy
1,058,762
+3,632
+0.3% +$142K 1.92% 12
2023
Q4 		$41.2M Sell
1,055,130
-9,941
-0.9% -$372K 1.87% 12
2023
Q3 		$37.3M Sell
1,065,071
-19,475
-2% -$711K 1.83% 13
2023
Q2 		$39.5M Buy
1,084,546
+6,932
+0.6% +$260K 1.82% 15
2023
Q1 		$40.3M Sell
1,077,614
-3,851
-0.4% -$138K 1.96% 14
2022
Q4 		$37.4M Sell
1,081,465
-7,334
-0.7% -$241K 1.92% 15
2022
Q3 		$34.3M Sell
1,088,799
-11,171
-1% -$366K 1.89% 12
2022
Q2 		$37.7M Sell
1,099,970
-15,910
-1% -$566K 1.97% 12
2022
Q1 		$41.1M Sell
1,115,880
-4,119
-0.4% -$147K 1.75% 13
2021
Q4 		$39M Buy
1,119,999
+63,999
+6% +$2.19M 1.51% 17
2021
Q3 		$35.3M Buy
1,056,000
+45,853
+5% +$1.56M 1.46% 17
2021
Q2 		$34.1M Buy
1,010,147
+32,658
+3% +$1.13M 1.38% 18
2021
Q1 		$31.8M Buy
977,489
+45,574
+5% +$1.56M 1.39% 18
2020
Q4 		$33.8M Buy
931,915
+6,250
+0.7% +$224K 1.56% 15
2020
Q3 		$33.3M Buy
925,665
+20,924
+2% +$764K 1.73% 12
2020
Q2 		$30.7M Buy
904,741
+674,437
+293% +$22.1M 1.75% 13
2020
Q1 		$6.94M Buy
230,304
+397
+0.2% +$12K 0.49% 59
2019
Q4 		$6.67M Buy
229,907
+18,858
+9% +$535K 0.36% 72
2019
Q3 		$5.95M Buy
211,049
+55,943
+36% +$1.58M 0.6% 46
2019
Q2 		$4.19M Sell
155,106
-7,388
-5% -$185K 0.44% 64
2019
Q1 		$4.02M Buy
162,494
+17,186
+12% +$429K 0.43% 67
2018
Q4 		$3.57M Sell
145,308
-2,413
-2% -$56.8K 0.4% 68
2018
Q3 		$3.38M Buy
147,721
+124,586
+539% +$2.89M 0.33% 76
2018
Q2 		$556K Sell
23,135
-4,685
-17% -$117K 0.06% 150
2018
Q1 		$708K Sell
27,820
-373
-1% -$9.52K 0.07% 133
2017
Q4 		$705K Sell
28,193
-19,371
-41% -$475K 0.07% 130
2017
Q3 		$1.17M Buy
47,564
+26,892
+130% +$661K 0.1% 120
2017
Q2 		$494K Buy
20,672
+489
+2% +$11.8K 0.09% 42
2017
Q1 		$485K Buy
20,183
+3,276
+19% +$77K 0.09% 39
2016
Q4 		$375K Buy
16,907
+2,069
+14% +$48.5K 0.07% 50
2016
Q3 		$377K Buy
+14,838
New +$382K 0.08% 48

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Beacon Investment Advisory Services's IAU Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its iShares Gold Trust (IAU) stake by 4.9% in Q2 2026, buying an estimated $4.02M and bringing the position to 1,019,061 shares worth $76.9M. The position accounts for 2.86% of the portfolio, ranked #4.

Beacon Investment Advisory Services first reported a position in IAU in Q3 2016 and has held it in 40 quarters since. The position peaked at $85.7M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Beacon Investment Advisory Services held 1,019,061 shares of iShares Gold Trust worth $76.9M as of Q2 2026.
  • Beacon Investment Advisory Services bought 47,402 iShares Gold Trust shares in Q2 2026, an estimated $4.02M.
  • iShares Gold Trust made up 2.86% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #4 holding.
  • Beacon Investment Advisory Services first reported a position in iShares Gold Trust in Q3 2016 and has held it in 40 quarters since.
  • Beacon Investment Advisory Services's iShares Gold Trust position peaked at $85.7M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.