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DWM Financial Group’s iShares Gold Trust IAU Stock Holding History

DWM Financial Group’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 		$14.6M Buy
+179,766
New +$15.3M 13.01% 2
2020
Q4 		$4.79M Sell
132,119
-45,959
-26% -$1.64M 6.52% 6
2020
Q3 		$6.41M Buy
178,078
+7,879
+5% +$288K 10.01% 5
2020
Q2 		$5.78M Buy
170,199
+22,281
+15% +$730K 8.62% 4
2020
Q1 		$4.46M Buy
147,918
+77,526
+110% +$2.34M 9.8% 5
2019
Q4 		$2.04M Buy
+70,392
New +$2M 2.08% 19

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

DWM Financial Group's IAU Position: Q2 2026 in Review

DWM Financial Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 179,766 shares worth $14.6M. The stake represents 13.01% of the portfolio and ranks #2 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in IAU as recently as Q4 2020.

DWM Financial Group first reported a position in IAU in Q4 2019 and has held it in 6 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DWM Financial Group held 179,766 shares of iShares Gold Trust worth $14.6M as of Q2 2026.
  • iShares Gold Trust was a new DWM Financial Group position in Q2 2026.
  • iShares Gold Trust made up 13.01% of DWM Financial Group's portfolio in Q2 2026, its #2 holding.
  • DWM Financial Group first reported a position in iShares Gold Trust in Q4 2019 and has held it in 6 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.