Continuum Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Continuum 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	$395K	Sell	5,231 -394	-7%	-$33.4K	0.13%	54
2026 Q1	$496K	Sell	5,625 -176	-3%	-$16.1K	0.21%	41
2025 Q4	$471K	Sell	5,801 -17	-0.3%	-$1.33K	0.18%	48
2025 Q3	$423K	Hold	5,818	–	–	0.18%	45
2025 Q2	$363K	Hold	5,818	–	–	0.17%	41
2025 Q1	$343K	Hold	5,818	–	–	0.18%	39
2024 Q4	$288K	Buy	5,818 +18	+0.3%	+$904	0.15%	46
2024 Q3	$288K	Hold	5,800	–	–	0.15%	47
2024 Q2	$255K	Sell	5,800 -165	-3%	-$7.29K	0.13%	51
2024 Q1	$251K	Buy	5,965 +195	+3%	+$7.64K	0.14%	55
2023 Q4	$225K	Hold	5,770	–	–	0.15%	45
2023 Q3	$202K	Sell	5,770 -20	-0.3%	-$730	0.14%	46
2023 Q2	$211K	Buy	5,790 +11	+0.2%	+$412	0.15%	47
2023 Q1	$216K	Sell	5,779 -212	-4%	-$7.61K	0.18%	40
2022 Q4	$207K	Buy	+5,991	New	+$197K	0.21%	45

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

Continuum Wealth Advisors's IAU Position: Q2 2026 in Review

Continuum Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 7% in Q2 2026, selling an estimated $33.4K and leaving 5,231 shares worth $395K. The position accounts for 0.13% of the portfolio, ranked #54.

Continuum Wealth Advisors first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $496K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Continuum Wealth Advisors held 5,231 shares of iShares Gold Trust worth $395K as of Q2 2026.
Continuum Wealth Advisors sold 394 iShares Gold Trust shares in Q2 2026, an estimated $33.4K.
iShares Gold Trust made up 0.13% of Continuum Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Continuum Wealth Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Continuum Wealth Advisors's iShares Gold Trust position peaked at $496K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.