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

Drive 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 		$1.15M Buy
15,199
+518
+4% +$44K 0.2% 86
2026
Q1 		$1.29M Buy
14,681
+1,425
+11% +$131K 0.27% 70
2025
Q4 		$1.08M Buy
13,256
+2,824
+27% +$221K 0.21% 88
2025
Q3 		$759K Buy
10,432
+1
+0% +$65 0.16% 110
2025
Q2 		$650K Buy
+10,431
New +$646K 0.14% 129

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

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

Drive Wealth Management increased its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, buying an estimated $44K and bringing the position to 15,199 shares worth $1.15M. The position accounts for 0.2% of the portfolio, ranked #86.

Drive Wealth Management first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Drive Wealth Management held 15,199 shares of iShares Gold Trust worth $1.15M as of Q2 2026.
  • Drive Wealth Management bought 518 iShares Gold Trust shares in Q2 2026, an estimated $44K.
  • iShares Gold Trust made up 0.2% of Drive Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Drive Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Drive Wealth Management's iShares Gold Trust position peaked at $1.29M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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