BAWC
IAU icon

Boyce & Associates Wealth Consulting’s iShares Gold Trust IAU Stock Holding History

Boyce & Associates Wealth Consulting’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 		$2.51M Buy
33,248
+1,323
+4% +$112K 1.74% 15
2026
Q1 		$2.81M Buy
31,925
+4,518
+16% +$414K 2.13% 12
2025
Q4 		$2.22M Sell
27,407
-249
-0.9% -$19.5K 1.86% 13
2025
Q3 		$2.01M Buy
27,656
+2,277
+9% +$149K 1.65% 13
2025
Q2 		$1.58M Sell
25,379
-2,470
-9% -$153K 1.44% 18
2025
Q1 		$1.64M Buy
27,849
+1,146
+4% +$62K 1.64% 14
2024
Q4 		$1.32M Buy
26,703
+409
+2% +$20.6K 1.34% 15
2024
Q3 		$1.31M Buy
26,294
+745
+3% +$34.9K 1.36% 13
2024
Q2 		$1.12M Sell
25,549
-3,158
-11% -$140K 1.32% 14
2024
Q1 		$1.21M Sell
28,707
-4,439
-13% -$174K 1.56% 13
2023
Q4 		$1.29M Buy
33,146
+948
+3% +$35.5K 1.88% 12
2023
Q3 		$1.13M Sell
32,198
-78
-0.2% -$2.85K 1.88% 11
2023
Q2 		$1.17M Buy
32,276
+4,351
+16% +$163K 1.96% 11
2023
Q1 		$1.06M Buy
27,925
+13,399
+92% +$481K 1.9% 14
2022
Q4 		$502K Buy
+14,526
New +$477K 0.96% 19

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Boyce & Associates Wealth Consulting's IAU Position: Q2 2026 in Review

Boyce & Associates Wealth Consulting increased its iShares Gold Trust (IAU) stake by 4.1% in Q2 2026, buying an estimated $112K and bringing the position to 33,248 shares worth $2.51M. The position accounts for 1.74% of the portfolio, ranked #15.

Boyce & Associates Wealth Consulting first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.81M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Boyce & Associates Wealth Consulting held 33,248 shares of iShares Gold Trust worth $2.51M as of Q2 2026.
  • Boyce & Associates Wealth Consulting bought 1,323 iShares Gold Trust shares in Q2 2026, an estimated $112K.
  • iShares Gold Trust made up 1.74% of Boyce & Associates Wealth Consulting's portfolio in Q2 2026, its #15 holding.
  • Boyce & Associates Wealth Consulting first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Boyce & Associates Wealth Consulting's iShares Gold Trust position peaked at $2.81M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2026, filed 23 Jul 2026.