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Chokshi & Queen Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Chokshi & Queen 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 		$357K Hold
4,729
– – 0.17% 46
2026
Q1 		$417K Buy
+4,729
New +$434K 0.22% 40
2025
Q4 		– Sell
-4,477
Closed -$326K – 50
2025
Q3 		$326K Buy
4,477
+465
+12% +$30.3K 0.17% 45
2025
Q2 		$250K Hold
4,012
– – 0.14% 48
2025
Q1 		$237K Buy
+4,012
New +$217K 0.14% 49

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's IAU Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,729 shares worth $357K. The position accounts for 0.17% of the portfolio, ranked #46.

Chokshi & Queen Wealth Advisors first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $417K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Chokshi & Queen Wealth Advisors held 4,729 shares of iShares Gold Trust worth $357K as of Q2 2026.
  • Chokshi & Queen Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.17% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Chokshi & Queen Wealth Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Chokshi & Queen Wealth Advisors's iShares Gold Trust position peaked at $417K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.