Five Pine Wealth Management’s iShares Gold Trust IAU Stock Holding History

Five Pine Wealth Management’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	$2.53M	Buy	33,480 +460	+1%	+$39K	1.43%	16
2026 Q1	$2.91M	Sell	33,020 -1,440	-4%	-$132K	1.81%	15
2025 Q4	$2.8M	Sell	34,460 -311	-0.9%	-$24.3K	1.79%	14
2025 Q3	$2.53M	Buy	34,771 +663	+2%	+$43.3K	1.71%	15
2025 Q2	$2.13M	Sell	34,108 -2,907	-8%	-$180K	1.57%	17
2025 Q1	$2.18M	Sell	37,015 -2,114	-5%	-$114K	1.78%	16
2024 Q4	$1.94M	Buy	+39,129	New	+$1.97M	1.63%	17

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

Five Pine Wealth Management's IAU Position: Q2 2026 in Review

Five Pine Wealth Management increased its iShares Gold Trust (IAU) stake by 1.4% in Q2 2026, buying an estimated $39K and bringing the position to 33,480 shares worth $2.53M. The position accounts for 1.43% of the portfolio, ranked #16.

Five Pine Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Five Pine Wealth Management held 33,480 shares of iShares Gold Trust worth $2.53M as of Q2 2026.
Five Pine Wealth Management bought 460 iShares Gold Trust shares in Q2 2026, an estimated $39K.
iShares Gold Trust made up 1.43% of Five Pine Wealth Management's portfolio in Q2 2026, its #16 holding.
Five Pine Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Five Pine Wealth Management's iShares Gold Trust position peaked at $2.91M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.