Bulltick Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bulltick Wealth Management’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	$11.5M	Buy	152,699 +11,167	+8%	+$948K	2.35%	14
2026 Q1	$12.5M	Sell	141,532 -79,159	-36%	-$7.26M	2.76%	11
2025 Q4	$17.9M	Buy	220,691 +34,832	+19%	+$2.72M	3.81%	5
2025 Q3	$13.5M	Buy	185,859 +85,919	+86%	+$5.61M	3.19%	4
2025 Q2	$6.23M	Sell	99,940 -89,329	-47%	-$5.54M	1.54%	22
2025 Q1	$11.2M	Buy	189,269 +88,390	+88%	+$4.78M	2.96%	5
2024 Q4	$4.99M	Buy	+100,879	New	+$5.07M	1.15%	24
2021 Q2	–	Sell	-27,424	Closed	-$892K	–	149
2021 Q1	$892K	Buy	27,424 +1,424	+5%	+$48.7K	0.25%	41
2020 Q4	$943K	Buy	+26,000	New	+$931K	0.28%	37

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

Bulltick Wealth Management's IAU Position: Q2 2026 in Review

Bulltick Wealth Management increased its iShares Gold Trust (IAU) stake by 7.9% in Q2 2026, buying an estimated $948K and bringing the position to 152,699 shares worth $11.5M. The position accounts for 2.35% of the portfolio, ranked #14.

Bulltick Wealth Management first reported a position in IAU in Q4 2020 and has held it in 9 quarters since. The position peaked at $17.9M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bulltick Wealth Management held 152,699 shares of iShares Gold Trust worth $11.5M as of Q2 2026.
Bulltick Wealth Management bought 11,167 iShares Gold Trust shares in Q2 2026, an estimated $948K.
iShares Gold Trust made up 2.35% of Bulltick Wealth Management's portfolio in Q2 2026, its #14 holding.
Bulltick Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 9 quarters since.
Bulltick Wealth Management's iShares Gold Trust position peaked at $17.9M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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