Exit Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Exit Wealth Advisors's IAU Position: Q2 2026 in Review
Exit Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 6.5% in Q2 2026, selling an estimated $668K and leaving 112,372 shares worth $8.49M. The position accounts for 3.86% of the portfolio, ranked #3.
Exit Wealth Advisors first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Exit Wealth Advisors held 112,372 shares of iShares Gold Trust worth $8.49M as of Q2 2026.
- Exit Wealth Advisors sold 7,870 iShares Gold Trust shares in Q2 2026, an estimated $668K.
- iShares Gold Trust made up 3.86% of Exit Wealth Advisors's portfolio in Q2 2026, its #3 holding.
- Exit Wealth Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
- Exit Wealth Advisors's iShares Gold Trust position peaked at $10.6M in Q1 2026.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.