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

Chemistry 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 		$26.1M Buy
346,112
+518
+0.1% +$44K 4.18% 6
2026
Q1 		$30.5M Sell
345,594
-3,645
-1% -$334K 5.36% 5
2025
Q4 		$28.3M Buy
349,239
+1,726
+0.5% +$135K 5.3% 4
2025
Q3 		$25.3M Buy
347,513
+6,223
+2% +$406K 4.88% 4
2025
Q2 		$21.3M Buy
341,290
+11,983
+4% +$743K 4.57% 3
2025
Q1 		$19.4M Buy
329,307
+27,721
+9% +$1.5M 4.52% 4
2024
Q4 		$14.9M Buy
301,586
+2,464
+0.8% +$124K 3.5% 6
2024
Q3 		$14.9M Buy
299,122
+1,293
+0.4% +$60.5K 3.52% 5
2024
Q2 		$13.1M Buy
297,829
+6,138
+2% +$271K 3.38% 5
2024
Q1 		$12.3M Buy
291,691
+7,155
+3% +$280K 3.3% 5
2023
Q4 		$11.1M Buy
284,536
+1,945
+0.7% +$72.8K 3.35% 5
2023
Q3 		$9.89M Buy
282,591
+303
+0.1% +$11.1K 3.27% 6
2023
Q2 		$10.3M Buy
282,288
+1,173
+0.4% +$44K 3.34% 6
2023
Q1 		$10.5M Buy
281,115
+5,704
+2% +$205K 3.65% 6
2022
Q4 		$9.53M Sell
275,411
-1,288
-0.5% -$42.3K 3.71% 5
2022
Q3 		$8.72M Buy
276,699
+6,315
+2% +$207K 3.45% 7
2022
Q2 		$9.28M Buy
270,384
+11,167
+4% +$397K 3.55% 7
2022
Q1 		$9.55M Buy
+259,217
New +$9.26M 3.28% 7

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Chemistry Wealth Management increased its iShares Gold Trust (IAU) stake by 0.15% in Q2 2026, buying an estimated $44K and bringing the position to 346,112 shares worth $26.1M. The position accounts for 4.18% of the portfolio, ranked #6.

Chemistry Wealth Management first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $30.5M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Chemistry Wealth Management held 346,112 shares of iShares Gold Trust worth $26.1M as of Q2 2026.
  • Chemistry Wealth Management bought 518 iShares Gold Trust shares in Q2 2026, an estimated $44K.
  • iShares Gold Trust made up 4.18% of Chemistry Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Chemistry Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Chemistry Wealth Management's iShares Gold Trust position peaked at $30.5M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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