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Compass Wealth Management (Georgia)’s iShares Gold Trust IAU Stock Holding History

Compass Wealth Management (Georgia)’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 		$1.04M Hold
13,838
– – 0.42% 36
2026
Q1 		$1.22M Sell
13,838
-900
-6% -$82.6K 0.52% 29
2025
Q4 		$1.2M Hold
14,738
– – 0.49% 30
2025
Q3 		$1.07M Hold
14,738
– – 0.48% 30
2025
Q2 		$919K Buy
+14,738
New +$913K 0.49% 31

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Compass Wealth Management (Georgia)'s IAU Position: Q2 2026 in Review

Compass Wealth Management (Georgia) held its iShares Gold Trust (IAU) position steady in Q2 2026 at 13,838 shares worth $1.04M. The position accounts for 0.42% of the portfolio, ranked #36.

Compass Wealth Management (Georgia) first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.22M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Compass Wealth Management (Georgia) held 13,838 shares of iShares Gold Trust worth $1.04M as of Q2 2026.
  • Compass Wealth Management (Georgia) left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.42% of Compass Wealth Management (Georgia)'s portfolio in Q2 2026, its #36 holding.
  • Compass Wealth Management (Georgia) first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Compass Wealth Management (Georgia)'s iShares Gold Trust position peaked at $1.22M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Compass Wealth Management (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.