Clay Northam Wealth Management’s iShares Gold Trust IAU Stock Holding History

Clay Northam 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	$459K	Hold	6,074	–	–	0.23%	62
2026 Q1	$535K	Buy	6,074 +11	+0.2%	+$1.01K	0.3%	57
2025 Q4	$492K	Sell	6,063 -2	-0%	-$156	0.27%	53
2025 Q3	$441K	Hold	6,065	–	–	0.25%	55
2025 Q2	$378K	Sell	6,065 -23	-0.4%	-$1.43K	0.24%	56
2025 Q1	$359K	Buy	6,088 +1	+0%	+$54	0.25%	55
2024 Q4	$301K	Sell	6,087 -75	-1%	-$3.77K	0.19%	62
2024 Q3	$306K	Buy	6,162 +14	+0.2%	+$655	0.21%	58
2024 Q2	$270K	Hold	6,148	–	–	0.2%	61
2024 Q1	$258K	Sell	6,148 -211	-3%	-$8.27K	0.21%	67
2023 Q4	$248K	Buy	+6,359	New	+$238K	0.22%	68
2023 Q3	–	Sell	-5,711	Closed	-$208K	–	80
2023 Q2	$208K	Hold	5,711	–	–	0.2%	72
2023 Q1	$213K	Buy	+5,711	New	+$205K	0.22%	71
2022 Q4	–	Sell	-7,131	Closed	-$225K	–	80
2022 Q3	$225K	Hold	7,131	–	–	0.28%	67
2022 Q2	$245K	Buy	+7,131	New	+$254K	0.31%	63

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

Clay Northam Wealth Management's IAU Position: Q2 2026 in Review

Clay Northam Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,074 shares worth $459K. The position accounts for 0.23% of the portfolio, ranked #62.

Clay Northam Wealth Management first reported a position in IAU in Q2 2022 and has held it in 15 quarters since. The position peaked at $535K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Clay Northam Wealth Management held 6,074 shares of iShares Gold Trust worth $459K as of Q2 2026.
Clay Northam Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.23% of Clay Northam Wealth Management's portfolio in Q2 2026, its #62 holding.
Clay Northam Wealth Management first reported a position in iShares Gold Trust in Q2 2022 and has held it in 15 quarters since.
Clay Northam Wealth Management's iShares Gold Trust position peaked at $535K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.