Financial Synergies Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Financial Synergies Wealth 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	$539K	Sell	7,143 -369	-5%	-$31.3K	0.05%	83
2026 Q1	$662K	Sell	7,512 -2,079	-22%	-$191K	0.06%	73
2025 Q4	$779K	Buy	9,591 +40	+0.4%	+$3.13K	0.08%	61
2025 Q3	$695K	Sell	9,551 -1,574	-14%	-$103K	0.07%	58
2025 Q2	$694K	Sell	11,125 -150	-1%	-$9.29K	0.08%	56
2025 Q1	$665K	Buy	+11,275	New	+$610K	0.08%	50
2024 Q2	–	Sell	-3,183	Closed	-$134K	–	238
2024 Q1	$134K	Buy	3,183 +28	+0.9%	+$1.1K	0.02%	91
2023 Q4	$109K	Sell	3,155 -28	-0.9%	-$1.05K	0.02%	77
2023 Q3	$111K	Hold	3,183	–	–	0.02%	83
2023 Q2	$116K	Buy	3,183 +28	+0.9%	+$1.05K	0.02%	81
2023 Q1	$118K	Hold	3,155	–	–	0.02%	80
2022 Q4	$109K	Hold	3,155	–	–	0.02%	77
2022 Q3	$99.5K	Hold	3,155	–	–	0.02%	81
2022 Q2	$108K	Buy	+3,155	New	+$112K	0.02%	83

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

Financial Synergies Wealth Advisors's IAU Position: Q2 2026 in Review

Financial Synergies Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 4.9% in Q2 2026, selling an estimated $31.3K and leaving 7,143 shares worth $539K. The position accounts for 0.05% of the portfolio, ranked #83.

Financial Synergies Wealth Advisors first reported a position in IAU in Q2 2022 and has held it in 14 quarters since. The position peaked at $779K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Financial Synergies Wealth Advisors held 7,143 shares of iShares Gold Trust worth $539K as of Q2 2026.
Financial Synergies Wealth Advisors sold 369 iShares Gold Trust shares in Q2 2026, an estimated $31.3K.
iShares Gold Trust made up 0.05% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #83 holding.
Financial Synergies Wealth Advisors first reported a position in iShares Gold Trust in Q2 2022 and has held it in 14 quarters since.
Financial Synergies Wealth Advisors's iShares Gold Trust position peaked at $779K in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.