CWA
IAU icon

Centerline Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Centerline Wealth Advisors’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 		$2.88M Buy
38,084
+228
+0.6% +$19.4K 0.9% 26
2026
Q1 		$3.34M Sell
37,856
-23,176
-38% -$2.13M 1.2% 25
2025
Q4 		$4.95M Buy
61,032
+23,358
+62% +$1.83M 1.79% 18
2025
Q3 		$2.74M Buy
37,674
+475
+1% +$31K 1.19% 22
2025
Q2 		$2.32M Buy
+37,199
New +$2.31M 1.14% 20

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Centerline Wealth Advisors's IAU Position: Q2 2026 in Review

Centerline Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 38,084 shares worth $2.88M. The position accounts for 0.9% of the portfolio, ranked #26.

Centerline Wealth Advisors first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.95M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Centerline Wealth Advisors held 38,084 shares of iShares Gold Trust worth $2.88M as of Q2 2026.
  • Centerline Wealth Advisors bought 228 iShares Gold Trust shares in Q2 2026, an estimated $19.4K.
  • iShares Gold Trust made up 0.9% of Centerline Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Centerline Wealth Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Centerline Wealth Advisors's iShares Gold Trust position peaked at $4.95M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.