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

Genesis 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	$478K	Hold	6,326	–	–	0.29%	38
2026 Q1	$558K	Hold	6,326	–	–	0.37%	28
2025 Q4	$513K	Hold	6,326	–	–	0.35%	34
2025 Q3	$460K	Hold	6,326	–	–	0.32%	35
2025 Q2	$394K	Hold	6,326	–	–	0.3%	37
2025 Q1	$373K	Hold	6,326	–	–	0.3%	38
2024 Q4	$313K	Buy	+6,326	New	+$318K	0.27%	45
2015 Q2	$35.2K	Sell	1,552 -530	-25%	-$12.2K	0.03%	219
2015 Q1	$48.5K	Hold	2,082	–	–	0.04%	195
2014 Q4	$48.5K	Buy	+2,082	New	+$48.4K	0.04%	217

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

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

Genesis Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,326 shares worth $478K. The position accounts for 0.29% of the portfolio, ranked #38.

Genesis Wealth Advisors first reported a position in IAU in Q4 2014 and has held it in 10 quarters since. The position peaked at $558K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Genesis Wealth Advisors held 6,326 shares of iShares Gold Trust worth $478K as of Q2 2026.
Genesis Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.29% of Genesis Wealth Advisors's portfolio in Q2 2026, its #38 holding.
Genesis Wealth Advisors first reported a position in iShares Gold Trust in Q4 2014 and has held it in 10 quarters since.
Genesis Wealth Advisors's iShares Gold Trust position peaked at $558K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Genesis Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.