Encompass More Asset Management’s iShares Gold Trust IAU Stock Holding History

Encompass More Asset 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	$224K	Buy	+2,968	New	+$252K	0.03%	257

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return

Encompass More Asset Management's IAU Position: Q2 2026 in Review

Encompass More Asset Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,968 shares worth $224K. The stake represents 0.03% of the portfolio and ranks #257 among its holdings.

323 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Encompass More Asset Management held 2,968 shares of iShares Gold Trust worth $224K as of Q2 2026.
iShares Gold Trust was a new Encompass More Asset Management position in Q2 2026.
iShares Gold Trust made up 0.03% of Encompass More Asset Management's portfolio in Q2 2026, its #257 holding.
323 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.