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

Centurion 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	$2.11M	Sell	27,945 -4,614	-14%	-$392K	0.5%	50
2026 Q1	$2.87M	Sell	32,559 -4,120	-11%	-$378K	0.65%	43
2025 Q4	$2.98M	Buy	36,679 +110	+0.3%	+$8.6K	0.65%	38
2025 Q3	$2.66M	Buy	36,569 +9,814	+37%	+$640K	0.61%	38
2025 Q2	$1.67M	Buy	26,755 +8,269	+45%	+$512K	0.48%	53
2025 Q1	$915K	Hold	18,486	–	–	0.29%	65
2024 Q4	$915K	Buy	18,486 +9,061	+96%	+$455K	0.29%	65
2024 Q3	$468K	Buy	+9,425	New	+$441K	0.15%	107
2024 Q1	$297K	Hold	7,060	–	–	0.12%	128
2023 Q4	$276K	Buy	7,060 +674	+11%	+$25.2K	0.12%	130
2023 Q3	$223K	Sell	6,386 -958	-13%	-$35K	0.11%	135
2023 Q2	$267K	Buy	7,344 +1,859	+34%	+$69.7K	0.13%	119
2023 Q1	$205K	Buy	+5,485	New	+$197K	0.1%	141

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

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

Centurion Wealth Management reduced its iShares Gold Trust (IAU) stake by 14% in Q2 2026, selling an estimated $392K and leaving 27,945 shares worth $2.11M. The position accounts for 0.5% of the portfolio, ranked #50.

Centurion Wealth Management first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Centurion Wealth Management held 27,945 shares of iShares Gold Trust worth $2.11M as of Q2 2026.
Centurion Wealth Management sold 4,614 iShares Gold Trust shares in Q2 2026, an estimated $392K.
iShares Gold Trust made up 0.5% of Centurion Wealth Management's portfolio in Q2 2026, its #50 holding.
Centurion Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
Centurion Wealth Management's iShares Gold Trust position peaked at $2.98M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.