Dynamic Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Dynamic Wealth Strategies’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	$28.7K	Hold	380	–	–	0.02%	188
2026 Q1	$33.5K	Sell	380 -66	-15%	-$6.05K	0.02%	176
2025 Q4	$36.2K	Hold	446	–	–	0.02%	153
2025 Q3	$32.5K	Hold	446	–	–	0.02%	146
2025 Q2	$27.8K	Buy	446 +66	+17%	+$4.09K	0.02%	151
2025 Q1	$22.4K	Buy	+380	New	+$20.6K	0.02%	170
2024 Q4	–	Sell	-384	Closed	-$19K	–	134
2024 Q3	$19K	Sell	384 -286	-43%	-$13.4K	0.02%	174
2024 Q2	$29K	Hold	670	–	–	0.02%	144
2024 Q1	$28K	Sell	670 -2,049	-75%	-$80.3K	0.02%	146
2023 Q4	$106K	Buy	+2,719	New	+$102K	0.1%	90

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

Dynamic Wealth Strategies's IAU Position: Q2 2026 in Review

Dynamic Wealth Strategies held its iShares Gold Trust (IAU) position steady in Q2 2026 at 380 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #188.

Dynamic Wealth Strategies first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $106K in Q4 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Dynamic Wealth Strategies held 380 shares of iShares Gold Trust worth $28.7K as of Q2 2026.
Dynamic Wealth Strategies left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #188 holding.
Dynamic Wealth Strategies first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Dynamic Wealth Strategies's iShares Gold Trust position peaked at $106K in Q4 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.