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Fourth Dimension Wealth’s iShares Gold Trust IAU Stock Holding History

Fourth Dimension 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 		$36.2K Buy
480
+31
+7% +$2.63K 0.01% 312
2026
Q1 		$39.6K Hold
449
– – 0.02% 251
2025
Q4 		$36.4K Buy
449
+20
+5% +$1.56K 0.01% 268
2025
Q3 		$31.2K Buy
429
+349
+436% +$22.8K 0.01% 280
2025
Q2 		$4.99K Hold
80
– – ﹤0.01% 487
2025
Q1 		$4.72K Hold
80
– – ﹤0.01% 500
2024
Q4 		$3.96K Buy
+80
New +$4.02K ﹤0.01% 518

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

Fourth Dimension Wealth's IAU Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares Gold Trust (IAU) stake by 6.9% in Q2 2026, buying an estimated $2.63K and bringing the position to 480 shares worth $36.2K. The position accounts for 0.01% of the portfolio, ranked #312.

Fourth Dimension Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $39.6K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fourth Dimension Wealth held 480 shares of iShares Gold Trust worth $36.2K as of Q2 2026.
  • Fourth Dimension Wealth bought 31 iShares Gold Trust shares in Q2 2026, an estimated $2.63K.
  • iShares Gold Trust made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #312 holding.
  • Fourth Dimension Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's iShares Gold Trust position peaked at $39.6K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.