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Darwin Wealth Management’s iShares Gold Trust IAU Stock Holding History

Darwin 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 		$24.5K Buy
+324
New +$27.5K 0.01% 307
2025
Q3 		– Sell
-4
Closed -$249 – 624
2025
Q2 		$249 Buy
+4
New +$248 ﹤0.01% 574
2020
Q2 		– Sell
-879
Closed -$26K – 416
2020
Q1 		$26K Buy
+879
New +$26.6K 0.01% 320

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Darwin Wealth Management's IAU Position: Q2 2026 in Review

Darwin Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 324 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #307 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in IAU as recently as Q2 2025.

Darwin Wealth Management first reported a position in IAU in Q1 2020 and has held it in 3 quarters since. The position peaked at $26K in Q1 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Darwin Wealth Management held 324 shares of iShares Gold Trust worth $24.5K as of Q2 2026.
  • iShares Gold Trust was a new Darwin Wealth Management position in Q2 2026.
  • iShares Gold Trust made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #307 holding.
  • Darwin Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and has held it in 3 quarters since.
  • Darwin Wealth Management's iShares Gold Trust position peaked at $26K in Q1 2020.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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