Facet Wealth Inc’s iShares Gold Trust IAU Stock Holding History

Facet Wealth Inc’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	$752K	Buy	9,956 +2,129	+27%	+$181K	0.01%	154
2026 Q1	$690K	Buy	7,827 +2,442	+45%	+$224K	0.01%	137
2025 Q4	$545K	Buy	5,385 +2,208	+69%	+$173K	0.01%	144
2025 Q3	$231K	Buy	+3,177	New	+$207K	﹤0.01%	199
2025 Q2	–	Sell	-5,048	Closed	-$317K	–	176
2025 Q1	$317K	Sell	5,048 -1,106	-18%	-$59.8K	0.01%	105
2024 Q4	$332K	Sell	6,154 -116	-2%	-$5.83K	0.01%	105
2024 Q3	$324K	Sell	6,270 -2,919	-32%	-$137K	0.01%	107
2024 Q2	$418K	Buy	9,189 +3,050	+50%	+$135K	0.01%	92
2024 Q1	$270K	Buy	+6,139	New	+$241K	0.01%	99
2022 Q4	–	Sell	-6,409	Closed	-$204K	–	69
2022 Q3	$204K	Buy	6,409 +263	+4%	+$8.62K	0.02%	66
2022 Q2	$211K	Buy	+6,146	New	+$219K	0.02%	65

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Facet Wealth Inc's IAU Position: Q2 2026 in Review

Facet Wealth Inc increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $181K and bringing the position to 9,956 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #154.

Facet Wealth Inc first reported a position in IAU in Q2 2022 and has held it in 11 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Facet Wealth Inc held 9,956 shares of iShares Gold Trust worth $752K as of Q2 2026.
Facet Wealth Inc bought 2,129 iShares Gold Trust shares in Q2 2026, an estimated $181K.
iShares Gold Trust made up 0.01% of Facet Wealth Inc's portfolio in Q2 2026, its #154 holding.
Facet Wealth Inc first reported a position in iShares Gold Trust in Q2 2022 and has held it in 11 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Facet Wealth Inc's 13F filing for Q2 2026, filed 27 Jul 2026.