Forthright Family Wealth Advisory’s iShares Gold Trust IAU Stock Holding History

Forthright Family Wealth Advisory’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	$3.41M	Buy	+45,126	New	+$3.83M	1.93%	17
2026 Q1	–	Sell	-47,007	Closed	-$3.82M	–	70
2025 Q4	$3.82M	Buy	47,007 +1,691	+4%	+$132K	2.4%	14
2025 Q3	$3.3M	Buy	45,316 +18,823	+71%	+$1.23M	2.03%	15
2025 Q2	$1.65M	Sell	26,493 -397	-1%	-$24.6K	1.05%	21
2025 Q1	$1.59M	Buy	26,890 +423	+2%	+$22.9K	1.05%	21
2024 Q4	$1.31M	Buy	+26,467	New	+$1.33M	0.85%	23

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

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

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Forthright Family Wealth Advisory's IAU Position: Q2 2026 in Review

Forthright Family Wealth Advisory opened a new position in iShares Gold Trust (IAU) in Q2 2026: 45,126 shares worth $3.41M. The stake represents 1.93% of the portfolio and ranks #17 among its holdings. This is a return to the name: Forthright Family Wealth Advisory previously reported a position in IAU as recently as Q4 2025.

Forthright Family Wealth Advisory first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.82M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Forthright Family Wealth Advisory held 45,126 shares of iShares Gold Trust worth $3.41M as of Q2 2026.
iShares Gold Trust was a new Forthright Family Wealth Advisory position in Q2 2026.
iShares Gold Trust made up 1.93% of Forthright Family Wealth Advisory's portfolio in Q2 2026, its #17 holding.
Forthright Family Wealth Advisory first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
Forthright Family Wealth Advisory's iShares Gold Trust position peaked at $3.82M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.