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Buck Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Buck Wealth Strategies’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 		$80K Buy
+1,060
New +$90K 0.01% 289

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Buck Wealth Strategies's IAU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Gold Trust (IAU) in Q2 2026: 1,060 shares worth $80K. The stake represents 0.01% of the portfolio and ranks #289 among its holdings.

1,342 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Buck Wealth Strategies held 1,060 shares of iShares Gold Trust worth $80K as of Q2 2026.
  • iShares Gold Trust was a new Buck Wealth Strategies position in Q2 2026.
  • iShares Gold Trust made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #289 holding.
  • 1,342 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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