Code Waechter’s iShares Gold Trust IAU Stock Holding History

Code Waechter’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	$328K	Hold	4,339	–	–	0.17%	99
2026 Q1	$383K	Hold	4,339	–	–	0.23%	78
2025 Q4	$352K	Sell	4,339 -85	-2%	-$6.65K	0.23%	81
2025 Q3	$345K	Buy	4,424 +174	+4%	+$11.4K	0.23%	82
2025 Q2	$265K	Hold	4,250	–	–	0.19%	91
2025 Q1	$251K	Hold	4,250	–	–	0.21%	104
2024 Q4	$210K	Hold	4,250	–	–	0.18%	94
2024 Q3	$211K	Buy	+4,250	New	+$199K	0.2%	94

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

Code Waechter's IAU Position: Q2 2026 in Review

Code Waechter held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,339 shares worth $328K. The position accounts for 0.17% of the portfolio, ranked #99.

Code Waechter first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $383K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Code Waechter held 4,339 shares of iShares Gold Trust worth $328K as of Q2 2026.
Code Waechter left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.17% of Code Waechter's portfolio in Q2 2026, its #99 holding.
Code Waechter first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Code Waechter's iShares Gold Trust position peaked at $383K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Code Waechter's 13F filing for Q2 2026, filed 31 Jul 2026.