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Forza Wealth Management’s iShares Gold Trust IAU Stock Holding History

Forza 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 		$16.4M Buy
216,851
+19,448
+10% +$1.65M 5.02% 2
2026
Q1 		$17.4M Sell
197,403
-11,360
-5% -$1.04M 6.05% 1
2025
Q4 		$16.9M Sell
208,763
-18,198
-8% -$1.42M 6.13% 1
2025
Q3 		$16.5M Sell
226,961
-1,350
-0.6% -$88.1K 6.33% 1
2025
Q2 		$14.2M Buy
228,311
+320
+0.1% +$19.8K 5.84% 1
2025
Q1 		$13.4M Buy
227,991
+15,151
+7% +$820K 6.04% 1
2024
Q4 		$10.5M Buy
212,840
+2,373
+1% +$119K 4.8% 1
2024
Q3 		$10.5M Buy
210,467
+5,000
+2% +$234K 4.79% 1
2024
Q2 		$9.03M Buy
205,467
+2,375
+1% +$105K 4.65% 1
2024
Q1 		$8.53M Sell
203,092
-1,552
-0.8% -$60.8K 4.44% 1
2023
Q4 		$7.99M Sell
204,644
-1,525
-0.7% -$57.1K 4.41% 1
2023
Q3 		$7.21M Buy
206,169
+450
+0.2% +$16.4K 3.72% 1
2023
Q2 		$7.49M Sell
205,719
-1,820
-0.9% -$68.2K 3.77% 1
2023
Q1 		$7.76M Buy
207,539
+2,090
+1% +$75K 3.99% 1
2022
Q4 		$7.11M Buy
+205,449
New +$6.75M 4.72% 2

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Forza Wealth Management's IAU Position: Q2 2026 in Review

Forza Wealth Management increased its iShares Gold Trust (IAU) stake by 9.9% in Q2 2026, buying an estimated $1.65M and bringing the position to 216,851 shares worth $16.4M. The position accounts for 5.02% of the portfolio, ranked #2.

Forza Wealth Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.4M in Q1 2026. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Forza Wealth Management held 216,851 shares of iShares Gold Trust worth $16.4M as of Q2 2026.
  • Forza Wealth Management bought 19,448 iShares Gold Trust shares in Q2 2026, an estimated $1.65M.
  • iShares Gold Trust made up 5.02% of Forza Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Forza Wealth Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Forza Wealth Management's iShares Gold Trust position peaked at $17.4M in Q1 2026.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.