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FSM Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

FSM Wealth Advisors’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 		$1.11M Buy
14,744
+6,488
+79% +$551K 0.12% 103
2026
Q1 		$728K Hold
8,256
– – 0.09% 123
2025
Q4 		$670K Buy
8,256
+67
+0.8% +$5.24K 0.09% 126
2025
Q3 		$596K Buy
+8,189
New +$534K 0.08% 149

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

FSM Wealth Advisors's IAU Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Gold Trust (IAU) stake by 79% in Q2 2026, buying an estimated $551K and bringing the position to 14,744 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #103.

FSM Wealth Advisors first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • FSM Wealth Advisors held 14,744 shares of iShares Gold Trust worth $1.11M as of Q2 2026.
  • FSM Wealth Advisors bought 6,488 iShares Gold Trust shares in Q2 2026, an estimated $551K.
  • iShares Gold Trust made up 0.12% of FSM Wealth Advisors's portfolio in Q2 2026, its #103 holding.
  • FSM Wealth Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.