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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 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

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. 744 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.
  • 744 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.