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Flywheel Private Wealth’s iShares Gold Trust IAU Stock Holding History

Flywheel Private Wealth’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 		$2.42M Sell
32,013
-87
-0.3% -$7.38K 1.19% 17
2026
Q1 		$2.83M Sell
32,100
-169
-0.5% -$15.5K 1.61% 15
2025
Q4 		$2.62M Sell
32,269
-68
-0.2% -$5.32K 1.64% 16
2025
Q3 		$2.35M Sell
32,337
-68
-0.2% -$4.44K 1.84% 15
2025
Q2 		$2.02M Buy
32,405
+465
+1% +$28.8K 1.62% 16
2025
Q1 		$1.88M Sell
31,940
-2
-0% -$108 1.72% 17
2024
Q4 		$1.58M Buy
+31,942
New +$1.61M 1.45% 17

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Flywheel Private Wealth's IAU Position: Q2 2026 in Review

Flywheel Private Wealth reduced its iShares Gold Trust (IAU) stake by 0.27% in Q2 2026, selling an estimated $7.38K and leaving 32,013 shares worth $2.42M. The position accounts for 1.19% of the portfolio, ranked #17.

Flywheel Private Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Flywheel Private Wealth held 32,013 shares of iShares Gold Trust worth $2.42M as of Q2 2026.
  • Flywheel Private Wealth sold 87 iShares Gold Trust shares in Q2 2026, an estimated $7.38K.
  • iShares Gold Trust made up 1.19% of Flywheel Private Wealth's portfolio in Q2 2026, its #17 holding.
  • Flywheel Private Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's iShares Gold Trust position peaked at $2.83M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.