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Bravera Wealth’s iShares Gold Trust IAU Stock Holding History

Bravera Wealth’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 		$71.7K Sell
950
-570
-38% -$48.4K 0.03% 163
2026
Q1 		$134K Hold
1,520
– – 0.06% 138
2025
Q4 		$123K Buy
+1,520
New +$119K 0.06% 132

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
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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

Bravera Wealth's IAU Position: Q2 2026 in Review

Bravera Wealth reduced its iShares Gold Trust (IAU) stake by 38% in Q2 2026, selling an estimated $48.4K and leaving 950 shares worth $71.7K. The position accounts for 0.03% of the portfolio, ranked #163.

Bravera Wealth first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $134K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bravera Wealth held 950 shares of iShares Gold Trust worth $71.7K as of Q2 2026.
  • Bravera Wealth sold 570 iShares Gold Trust shares in Q2 2026, an estimated $48.4K.
  • iShares Gold Trust made up 0.03% of Bravera Wealth's portfolio in Q2 2026, its #163 holding.
  • Bravera Wealth first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Bravera Wealth's iShares Gold Trust position peaked at $134K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bravera Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.