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Confluence Wealth Services’s iShares Gold Trust IAU Stock Holding History

Confluence Wealth Services’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 		$2.53M Buy
33,481
+319
+1% +$27.1K 0.07% 119
2026
Q1 		$2.92M Sell
33,162
-11,774
-26% -$1.08M 0.11% 86
2025
Q4 		$3.65M Buy
44,936
+1,239
+3% +$96.9K 0.15% 72
2025
Q3 		$3.18M Sell
43,697
-24
-0.1% -$1.57K 0.16% 68
2025
Q2 		$2.73M Buy
43,721
+191
+0.4% +$11.8K 0.15% 73
2025
Q1 		$2.7M Buy
43,530
+1,358
+3% +$73.5K 0.17% 69
2024
Q4 		$2.19M Buy
42,172
+783
+2% +$39.3K 0.14% 78
2024
Q3 		$2.06M Sell
41,389
-1,845
-4% -$86.4K 0.15% 73
2024
Q2 		$1.9M Buy
43,234
+1,471
+4% +$65K 0.15% 80
2024
Q1 		$1.75M Buy
41,763
+1,049
+3% +$41.1K 0.15% 76
2023
Q4 		$1.59M Sell
40,714
-55
-0.1% -$2.06K 0.17% 74
2023
Q3 		$1.43M Sell
40,769
-3,784
-8% -$138K 0.28% 64
2023
Q2 		$1.62M Sell
44,553
-703
-2% -$26.4K 0.34% 59
2023
Q1 		$1.69M Sell
45,256
-551
-1% -$19.8K 0.39% 54
2022
Q4 		$1.58M Buy
45,807
+4,551
+11% +$149K 0.41% 54
2022
Q3 		$1.3M Buy
41,256
+403
+1% +$13.2K 0.55% 50
2022
Q2 		$1.38M Buy
40,853
+5,813
+17% +$207K 0.61% 50
2022
Q1 		$1.29M Buy
35,040
+2
+0% +$71 0.47% 55
2021
Q4 		$1.22M Buy
+35,038
New +$1.2M 0.39% 63

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

Confluence Wealth Services's IAU Position: Q2 2026 in Review

Confluence Wealth Services increased its iShares Gold Trust (IAU) stake by 0.96% in Q2 2026, buying an estimated $27.1K and bringing the position to 33,481 shares worth $2.53M. The position accounts for 0.07% of the portfolio, ranked #119.

Confluence Wealth Services first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.65M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Confluence Wealth Services held 33,481 shares of iShares Gold Trust worth $2.53M as of Q2 2026.
  • Confluence Wealth Services bought 319 iShares Gold Trust shares in Q2 2026, an estimated $27.1K.
  • iShares Gold Trust made up 0.07% of Confluence Wealth Services's portfolio in Q2 2026, its #119 holding.
  • Confluence Wealth Services first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Confluence Wealth Services's iShares Gold Trust position peaked at $3.65M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.