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

Dogwood 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	$45.2K	Hold	599	–	–	0.02%	167
2026 Q1	$52.8K	Hold	599	–	–	0.02%	144
2025 Q4	$48.6K	Hold	599	–	–	0.02%	133
2025 Q3	$43.6K	Hold	599	–	–	0.02%	134
2025 Q2	$37.3K	Hold	599	–	–	0.02%	135
2025 Q1	$35.3K	Hold	599	–	–	0.02%	132
2024 Q4	$29.7K	Hold	599	–	–	0.02%	139
2024 Q3	$29.8K	Hold	599	–	–	0.02%	129
2024 Q2	$26.3K	Hold	599	–	–	0.02%	133
2024 Q1	$25.2K	Hold	599	–	–	0.02%	150
2023 Q4	$23.4K	Buy	+599	New	+$22.4K	0.02%	146

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

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

Dogwood Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 599 shares worth $45.2K. The position accounts for 0.02% of the portfolio, ranked #167.

Dogwood Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $52.8K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Dogwood Wealth Management held 599 shares of iShares Gold Trust worth $45.2K as of Q2 2026.
Dogwood Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #167 holding.
Dogwood Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares Gold Trust position peaked at $52.8K in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.