Diversify Advisory Services’s iShares Gold Trust IAU Stock Holding History

Diversify Advisory 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	$9.56M	Buy	+124,480	New	+$10.6M	0.16%	137
2026 Q1	–	Sell	-105,966	Closed	-$9.14M	–	502
2025 Q4	$9.14M	Sell	105,966 -3,921	-4%	-$307K	0.29%	57
2025 Q3	$8.3M	Buy	109,887 +6,599	+6%	+$430K	0.28%	57
2025 Q2	$6.52M	Buy	103,288 +1,994	+2%	+$124K	0.25%	66
2025 Q1	$6.35M	Buy	101,294 +16,628	+20%	+$899K	0.4%	43
2024 Q4	$4.3M	Sell	84,666 -5,733	-6%	-$288K	0.24%	60
2024 Q3	$4.69M	Buy	90,399 +1,868	+2%	+$87.4K	0.25%	76
2024 Q2	$3.95M	Sell	88,531 -1,707	-2%	-$75.4K	0.22%	84
2024 Q1	$3.83M	Buy	+90,238	New	+$3.54M	0.23%	93

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

Diversify Advisory Services's IAU Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares Gold Trust (IAU) in Q2 2026: 124,480 shares worth $9.56M. The stake represents 0.16% of the portfolio and ranks #137 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IAU as recently as Q4 2025.

Diversify Advisory Services first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Diversify Advisory Services held 124,480 shares of iShares Gold Trust worth $9.56M as of Q2 2026.
iShares Gold Trust was a new Diversify Advisory Services position in Q2 2026.
iShares Gold Trust made up 0.16% of Diversify Advisory Services's portfolio in Q2 2026, its #137 holding.
Diversify Advisory Services first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.