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

BlueChip 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	$369K	Hold	4,882	–	–	0.14%	119
2026 Q1	$430K	Sell	4,882 -43	-0.9%	-$3.94K	0.19%	90
2025 Q4	$400K	Sell	4,925 -352	-7%	-$27.5K	0.17%	103
2025 Q3	$384K	Hold	5,277	–	–	0.16%	99
2025 Q2	$329K	Hold	5,277	–	–	0.15%	121
2025 Q1	$311K	Sell	5,277 -325	-6%	-$17.6K	0.15%	118
2024 Q4	$277K	Hold	5,602	–	–	0.15%	109
2024 Q3	$278K	Hold	5,602	–	–	0.15%	123
2024 Q2	$246K	Sell	5,602 -300	-5%	-$13.3K	0.14%	123
2024 Q1	$248K	Buy	5,902 +300	+5%	+$11.8K	0.16%	107
2023 Q4	$219K	Buy	+5,602	New	+$210K	0.15%	107

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

BlueChip Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,882 shares worth $369K. The position accounts for 0.14% of the portfolio, ranked #119.

BlueChip Wealth Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $430K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

BlueChip Wealth Advisors held 4,882 shares of iShares Gold Trust worth $369K as of Q2 2026.
BlueChip Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.14% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #119 holding.
BlueChip Wealth Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's iShares Gold Trust position peaked at $430K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.