GC Wealth Management RIA’s iShares Gold Trust IAU Stock Holding History

GC Wealth Management RIA’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	$725K	Sell	9,601 -116	-1%	-$9.85K	0.04%	273
2026 Q1	$857K	Sell	9,717 -459	-5%	-$42.1K	0.04%	261
2025 Q4	$826K	Sell	10,176 -550	-5%	-$43K	0.03%	263
2025 Q3	$781K	Sell	10,726 -321	-3%	-$20.9K	0.03%	408
2025 Q2	$689K	Buy	11,047 +7,624	+223%	+$472K	0.06%	266
2025 Q1	$202K	Buy	+3,423	New	+$185K	0.04%	298

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

GC Wealth Management RIA's IAU Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Gold Trust (IAU) stake by 1.2% in Q2 2026, selling an estimated $9.85K and leaving 9,601 shares worth $725K. The position accounts for 0.04% of the portfolio, ranked #273.

GC Wealth Management RIA first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $857K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

GC Wealth Management RIA held 9,601 shares of iShares Gold Trust worth $725K as of Q2 2026.
GC Wealth Management RIA sold 116 iShares Gold Trust shares in Q2 2026, an estimated $9.85K.
iShares Gold Trust made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #273 holding.
GC Wealth Management RIA first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
GC Wealth Management RIA's iShares Gold Trust position peaked at $857K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.