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Broadway Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

Broadway Wealth Solutions’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 		$382K Hold
5,054
– – 0.18% 45
2026
Q1 		$446K Sell
5,054
-1,132
-18% -$104K 0.23% 37
2025
Q4 		$502K Sell
6,186
-426
-6% -$33.3K 0.27% 33
2025
Q3 		$481K Hold
6,612
– – 0.27% 31
2025
Q2 		$412K Hold
6,612
– – 0.26% 35
2025
Q1 		$390K Hold
6,612
– – 0.28% 34
2024
Q4 		$327K Buy
+6,612
New +$332K 0.25% 47

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

Broadway Wealth Solutions's IAU Position: Q2 2026 in Review

Broadway Wealth Solutions held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,054 shares worth $382K. The position accounts for 0.18% of the portfolio, ranked #45.

Broadway Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $502K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Broadway Wealth Solutions held 5,054 shares of iShares Gold Trust worth $382K as of Q2 2026.
  • Broadway Wealth Solutions left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.18% of Broadway Wealth Solutions's portfolio in Q2 2026, its #45 holding.
  • Broadway Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's iShares Gold Trust position peaked at $502K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.