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

Beam 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	$1.79M	Sell	23,650 -1,232	-5%	-$105K	0.39%	53
2026 Q1	$2.19M	Buy	24,882 +7,351	+42%	+$674K	0.55%	47
2025 Q4	$1.42M	Sell	17,531 -268	-2%	-$21K	0.39%	55
2025 Q3	$1.3M	Sell	17,799 -190	-1%	-$12.4K	0.35%	62
2025 Q2	$1.12M	Hold	17,989	–	–	0.33%	62
2025 Q1	$1.06M	Buy	17,989 +1,214	+7%	+$65.7K	0.36%	61
2024 Q4	$831K	Buy	16,775 +597	+4%	+$30K	0.26%	73
2024 Q3	$804K	Buy	16,178 +3,274	+25%	+$153K	0.24%	74
2024 Q2	$567K	Buy	+12,904	New	+$570K	0.19%	83
2020 Q3	–	Sell	-5,352	Closed	-$183K	–	139
2020 Q2	$183K	Sell	5,352 -920	-15%	-$30.1K	0.18%	125
2020 Q1	$189K	Buy	6,272 +216	+4%	+$6.53K	0.19%	134
2019 Q4	$176K	Buy	+6,056	New	+$172K	0.16%	142

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Beam Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 5% in Q2 2026, selling an estimated $105K and leaving 23,650 shares worth $1.79M. The position accounts for 0.39% of the portfolio, ranked #53.

Beam Wealth Advisors first reported a position in IAU in Q4 2019 and has held it in 12 quarters since. The position peaked at $2.19M in Q1 2026. 922 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Beam Wealth Advisors held 23,650 shares of iShares Gold Trust worth $1.79M as of Q2 2026.
Beam Wealth Advisors sold 1,232 iShares Gold Trust shares in Q2 2026, an estimated $105K.
iShares Gold Trust made up 0.39% of Beam Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Beam Wealth Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 12 quarters since.
Beam Wealth Advisors's iShares Gold Trust position peaked at $2.19M in Q1 2026.
922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.