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

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

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. 1,910 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.
1,910 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.