Centennial Wealth Advisory’s iShares Gold Trust IAU Stock Holding History

Centennial Wealth Advisory’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	–	Sell	-2,387	Closed	-$210K	–	192
2026 Q1	$210K	Buy	+2,387	New	+$219K	0.05%	154
2025 Q2	–	Sell	-4,753	Closed	-$280K	–	159
2025 Q1	$280K	Buy	4,753 +13	+0.3%	+$703	0.1%	123
2024 Q4	$235K	Buy	4,740 +36	+0.8%	+$1.81K	0.09%	129
2024 Q3	$234K	Buy	4,704 +39	+0.8%	+$1.83K	0.09%	134
2024 Q2	$205K	Buy	+4,665	New	+$206K	0.09%	136
2023 Q2	–	Sell	-5,474	Closed	-$205K	–	132
2023 Q1	$205K	Buy	+5,474	New	+$196K	0.11%	120

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

Centennial Wealth Advisory's IAU Position: Q2 2026 in Review

Centennial Wealth Advisory sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,387 shares — an estimated $210K sold.

Centennial Wealth Advisory first reported a position in IAU in Q1 2023 and held it in 6 quarters. The position peaked at $280K in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Centennial Wealth Advisory reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Centennial Wealth Advisory sold 2,387 iShares Gold Trust shares in Q2 2026, an estimated $210K.
Centennial Wealth Advisory first reported a position in iShares Gold Trust in Q1 2023 and held it in 6 quarters.
Centennial Wealth Advisory's iShares Gold Trust position peaked at $280K in Q1 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.