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Elwood & Goetz Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$298K Buy
3,942
+43
+1% +$3.65K 0.04% 123
2026
Q1 		$344K Buy
+3,899
New +$358K 0.06% 95

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

Elwood & Goetz Wealth Advisory Group's IAU Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group increased its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, buying an estimated $3.65K and bringing the position to 3,942 shares worth $298K. The position accounts for 0.04% of the portfolio, ranked #123.

Elwood & Goetz Wealth Advisory Group first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $344K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 3,942 shares of iShares Gold Trust worth $298K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group bought 43 iShares Gold Trust shares in Q2 2026, an estimated $3.65K.
  • iShares Gold Trust made up 0.04% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #123 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Elwood & Goetz Wealth Advisory Group's iShares Gold Trust position peaked at $344K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.