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Caliber Wealth Management (Kansas)’s iShares Gold Trust IAU Stock Holding History

Caliber Wealth Management (Kansas)’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 		$289K Sell
3,830
-367
-9% -$31.2K 0.03% 245
2026
Q1 		$370K Buy
4,197
+346
+9% +$31.7K 0.04% 200
2025
Q4 		$313K Buy
3,851
+1,030
+37% +$80.6K 0.03% 214
2025
Q3 		$205K Buy
+2,821
New +$184K 0.02% 245

Other funds holding IAU

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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

Caliber Wealth Management (Kansas)'s IAU Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Gold Trust (IAU) stake by 8.7% in Q2 2026, selling an estimated $31.2K and leaving 3,830 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #245.

Caliber Wealth Management (Kansas) first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $370K in Q1 2026. 862 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 3,830 shares of iShares Gold Trust worth $289K as of Q2 2026.
  • Caliber Wealth Management (Kansas) sold 367 iShares Gold Trust shares in Q2 2026, an estimated $31.2K.
  • iShares Gold Trust made up 0.03% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #245 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares Gold Trust position peaked at $370K in Q1 2026.
  • 862 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.