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Dynamic Advisor Solutions’s iShares Gold Trust IAU Stock Holding History

Dynamic Advisor Solutions’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 		$2.05M Sell
27,189
-204
-0.7% -$17.3K 0.06% 329
2026
Q1 		$2.41M Buy
27,393
+10,129
+59% +$929K 0.08% 266
2025
Q4 		$1.4M Buy
17,264
+296
+2% +$23.1K 0.05% 381
2025
Q3 		$1.23M Buy
16,968
+1,558
+10% +$102K 0.04% 415
2025
Q2 		$961K Sell
15,410
-2,271
-13% -$141K 0.03% 472
2025
Q1 		$1.04M Sell
17,681
-427
-2% -$23.1K 0.03% 408
2024
Q4 		$897K Buy
18,108
+631
+4% +$31.7K 0.04% 334
2024
Q3 		$869K Sell
17,477
-9,784
-36% -$458K 0.03% 488
2024
Q2 		$1.2M Sell
27,261
-50
-0.2% -$2.21K 0.04% 413
2024
Q1 		$1.15M Buy
27,311
+500
+2% +$19.6K 0.04% 415
2023
Q4 		$1.04M Sell
26,811
-975
-4% -$36.5K 0.04% 411
2023
Q3 		$972K Sell
27,786
-1,285
-4% -$46.9K 0.05% 362
2023
Q2 		$1.06M Sell
29,071
-31,327
-52% -$1.17M 0.05% 327
2023
Q1 		$2.26M Buy
60,398
+36,999
+158% +$1.33M 0.13% 198
2022
Q4 		$809K Buy
23,399
+178
+0.8% +$5.84K 0.06% 317
2022
Q3 		$732K Sell
23,221
-4,577
-16% -$150K 0.06% 304
2022
Q2 		$954K Buy
27,798
+1,375
+5% +$48.9K 0.07% 253
2022
Q1 		$973K Sell
26,423
-4,064
-13% -$145K 0.07% 270
2021
Q4 		$1.06M Sell
30,487
-124,334
-80% -$4.25M 0.08% 265
2021
Q3 		$5.17M Sell
154,821
-34,254
-18% -$1.17M 0.39% 57
2021
Q2 		$6.37M Sell
189,075
-47,740
-20% -$1.65M 0.5% 40
2021
Q1 		$7.7M Sell
236,815
-68,106
-22% -$2.33M 0.71% 25
2020
Q4 		$11.1M Buy
304,921
+7,167
+2% +$257K 1.03% 11
2020
Q3 		$10.7M Buy
297,754
+27,555
+10% +$1.01M 1.22% 12
2020
Q2 		$9.18M Buy
270,199
+46,910
+21% +$1.54M 1.24% 10
2020
Q1 		$6.73M Buy
223,289
+2,709
+1% +$81.9K 1.23% 10
2019
Q4 		$6.4M Buy
220,580
+19,438
+10% +$551K 0.87% 21
2019
Q3 		$5.67M Buy
201,142
+70,835
+54% +$2M 0.88% 21
2019
Q2 		$3.52M Buy
130,307
+61,015
+88% +$1.53M 0.57% 40
2019
Q1 		$1.72M Buy
69,292
+1,924
+3% +$48.1K 0.32% 85
2018
Q4 		$1.68M Buy
67,368
+53,421
+383% +$1.26M 0.36% 81
2018
Q3 		$319K Sell
13,947
-1,356
-9% -$31.5K 0.07% 290
2018
Q2 		$368K Sell
15,303
-250
-2% -$6.27K 0.08% 264
2018
Q1 		$396K Buy
15,553
+690
+5% +$17.6K 0.1% 212
2017
Q4 		$372K Sell
14,863
-797
-5% -$19.6K 0.12% 182
2017
Q3 		$386K Sell
15,660
-205
-1% -$5.04K 0.15% 161
2017
Q2 		$379K Buy
+15,865
New +$384K 0.15% 161

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Dynamic Advisor Solutions's IAU Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Gold Trust (IAU) stake by 0.74% in Q2 2026, selling an estimated $17.3K and leaving 27,189 shares worth $2.05M. The position accounts for 0.06% of the portfolio, ranked #329.

Dynamic Advisor Solutions first reported a position in IAU in Q2 2017 and has held it in 37 quarters since. The position peaked at $11.1M in Q4 2020. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Dynamic Advisor Solutions held 27,189 shares of iShares Gold Trust worth $2.05M as of Q2 2026.
  • Dynamic Advisor Solutions sold 204 iShares Gold Trust shares in Q2 2026, an estimated $17.3K.
  • iShares Gold Trust made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #329 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Gold Trust in Q2 2017 and has held it in 37 quarters since.
  • Dynamic Advisor Solutions's iShares Gold Trust position peaked at $11.1M in Q4 2020.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.