Financial Engines Advisors’s iShares Gold Trust IAU Stock Holding History

Financial Engines Advisors’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	$1.28M	Buy	16,987 +594	+4%	+$50.4K	﹤0.01%	286
2026 Q1	$1.45M	Sell	16,393 -1,387	-8%	-$127K	﹤0.01%	257
2025 Q4	$1.44M	Buy	17,780 +1,569	+10%	+$123K	﹤0.01%	269
2025 Q3	$1.18M	Buy	16,211 +180	+1%	+$11.7K	﹤0.01%	288
2025 Q2	$1M	Buy	16,031 +5,051	+46%	+$313K	﹤0.01%	296
2025 Q1	$647K	Sell	10,980 -1,118	-9%	-$60.5K	﹤0.01%	303
2024 Q4	$599K	Buy	+12,098	New	+$608K	﹤0.01%	310

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 22.9% 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

Financial Engines Advisors's IAU Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, buying an estimated $50.4K and bringing the position to 16,987 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #286.

Financial Engines Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Financial Engines Advisors held 16,987 shares of iShares Gold Trust worth $1.28M as of Q2 2026.
Financial Engines Advisors bought 594 iShares Gold Trust shares in Q2 2026, an estimated $50.4K.
iShares Gold Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #286 holding.
Financial Engines Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Financial Engines Advisors's iShares Gold Trust position peaked at $1.45M in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.