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Beaird Harris Wealth Management’s iShares Gold Trust IAU Stock Holding History

Beaird Harris Wealth Management’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 		$253K Buy
3,347
+83
+3% +$7.05K 0.02% 125
2026
Q1 		$288K Hold
3,264
– – 0.02% 116
2025
Q4 		$265K Hold
3,264
– – 0.02% 120
2025
Q3 		$238K Buy
3,264
+250
+8% +$16.3K 0.02% 121
2025
Q2 		$188K Hold
3,014
– – 0.01% 133
2025
Q1 		$178K Hold
3,014
– – 0.02% 129
2024
Q4 		$149K Hold
3,014
– – 0.01% 143
2024
Q3 		$150K Hold
3,014
– – 0.01% 149
2024
Q2 		$132K Hold
3,014
– – 0.01% 147
2024
Q1 		$127K Buy
3,014
+625
+26% +$24.5K 0.01% 141
2023
Q4 		$93.2K Sell
2,389
-1,430
-37% -$53.5K 0.01% 147
2023
Q3 		$134K Buy
3,819
+548
+17% +$20K 0.02% 115
2023
Q2 		$119K Buy
3,271
+46
+1% +$1.72K 0.01% 128
2023
Q1 		$121K Hold
3,225
– – 0.02% 119
2022
Q4 		$112K Sell
3,225
-350
-10% -$11.5K 0.02% 125
2022
Q3 		$113K Buy
3,575
+656
+22% +$21.5K 0.02% 106
2022
Q2 		$100K Buy
2,919
+1,430
+96% +$50.9K 0.03% 95
2022
Q1 		$55K Hold
1,489
– – 0.02% 180
2021
Q4 		$52K Buy
+1,489
New +$50.9K 0.02% 229

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Beaird Harris Wealth Management's IAU Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares Gold Trust (IAU) stake by 2.5% in Q2 2026, buying an estimated $7.05K and bringing the position to 3,347 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #125.

Beaird Harris Wealth Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $288K in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Beaird Harris Wealth Management held 3,347 shares of iShares Gold Trust worth $253K as of Q2 2026.
  • Beaird Harris Wealth Management bought 83 iShares Gold Trust shares in Q2 2026, an estimated $7.05K.
  • iShares Gold Trust made up 0.02% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #125 holding.
  • Beaird Harris Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's iShares Gold Trust position peaked at $288K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.