Fedenia Advisers’s iShares Gold Trust IAU Stock Holding History

Fedenia Advisers’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	$711K	Buy	9,414 +138	+1%	+$11.7K	0.17%	71
2026 Q1	$818K	Sell	9,276 -6,777	-42%	-$622K	0.61%	30
2025 Q4	$1.3M	Buy	16,053 +1,330	+9%	+$104K	0.5%	53
2025 Q3	$1.07M	Buy	14,723 +2,342	+19%	+$153K	0.43%	62
2025 Q2	$772K	Sell	12,381 -52	-0.4%	-$3.22K	0.37%	66
2025 Q1	$733K	Buy	12,433 +6,055	+95%	+$328K	0.48%	39
2024 Q4	$316K	Buy	+6,378	New	+$320K	0.19%	104

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

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

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Fedenia Advisers's IAU Position: Q2 2026 in Review

Fedenia Advisers increased its iShares Gold Trust (IAU) stake by 1.5% in Q2 2026, buying an estimated $11.7K and bringing the position to 9,414 shares worth $711K. The position accounts for 0.17% of the portfolio, ranked #71.

Fedenia Advisers first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.3M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fedenia Advisers held 9,414 shares of iShares Gold Trust worth $711K as of Q2 2026.
Fedenia Advisers bought 138 iShares Gold Trust shares in Q2 2026, an estimated $11.7K.
iShares Gold Trust made up 0.17% of Fedenia Advisers's portfolio in Q2 2026, its #71 holding.
Fedenia Advisers first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Fedenia Advisers's iShares Gold Trust position peaked at $1.3M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fedenia Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.