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Genesis Private Wealth’s iShares Gold Trust IAU Stock Holding History

Genesis Private 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 		$368K Buy
4,868
+435
+10% +$36.9K 0.1% 109
2026
Q1 		$391K Sell
4,433
-419
-9% -$38.4K 0.12% 99
2025
Q4 		$394K Sell
4,852
-86
-2% -$6.73K 0.12% 102
2025
Q3 		$359K Sell
4,938
-55
-1% -$3.59K 0.15% 81
2025
Q2 		$311K Sell
4,993
-364
-7% -$22.6K 0.15% 86
2025
Q1 		$316K Sell
5,357
-266
-5% -$14.4K 0.17% 76
2024
Q4 		$278K Buy
+5,623
New +$283K 0.15% 86

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Genesis Private Wealth's IAU Position: Q2 2026 in Review

Genesis Private Wealth increased its iShares Gold Trust (IAU) stake by 9.8% in Q2 2026, buying an estimated $36.9K and bringing the position to 4,868 shares worth $368K. The position accounts for 0.1% of the portfolio, ranked #109.

Genesis Private Wealth first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $394K in Q4 2025. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Genesis Private Wealth held 4,868 shares of iShares Gold Trust worth $368K as of Q2 2026.
  • Genesis Private Wealth bought 435 iShares Gold Trust shares in Q2 2026, an estimated $36.9K.
  • iShares Gold Trust made up 0.1% of Genesis Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Genesis Private Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's iShares Gold Trust position peaked at $394K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.