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

Elevation 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 		– Sell
-2,350
Closed -$207K – 151
2026
Q1 		$207K Sell
2,350
-415
-15% -$38.1K 0.19% 131
2025
Q4 		$224K Buy
+2,765
New +$216K 0.22% 119

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Elevation Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,350 shares — an estimated $207K sold.

Elevation Wealth Management first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Elevation Wealth Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Management sold 2,350 iShares Gold Trust shares in Q2 2026, an estimated $207K.
  • Elevation Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • Elevation Wealth Management's iShares Gold Trust position peaked at $224K in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.