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E&G Advisors’s iShares Gold Trust IAU Stock Holding History

E&G Advisors’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 		$298K Hold
3,952
– – 0.06% 195
2026
Q1 		$348K Sell
3,952
-3
-0.1% -$275 0.08% 170
2025
Q4 		$321K Sell
3,955
-1,500
-27% -$117K 0.07% 166
2025
Q3 		$397K Buy
+5,455
New +$356K 0.09% 146
2020
Q1 		– Sell
-17,469
Closed -$506K – 179
2019
Q4 		$506K Sell
17,469
-28,496
-62% -$808K 0.19% 116
2019
Q3 		$1.3M Buy
+45,965
New +$1.3M 0.52% 45

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

E&G Advisors's IAU Position: Q2 2026 in Review

E&G Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,952 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #195.

E&G Advisors first reported a position in IAU in Q3 2019 and has held it in 6 quarters since. The position peaked at $1.3M in Q3 2019. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • E&G Advisors held 3,952 shares of iShares Gold Trust worth $298K as of Q2 2026.
  • E&G Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.06% of E&G Advisors's portfolio in Q2 2026, its #195 holding.
  • E&G Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 6 quarters since.
  • E&G Advisors's iShares Gold Trust position peaked at $1.3M in Q3 2019.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.