GJWM
IAU icon

Gilliland Jeter Wealth Management’s iShares Gold Trust IAU Stock Holding History

Gilliland Jeter Wealth Management’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 		$211K Buy
+2,795
New +$237K 0.06% 186
2026
Q1 		– Sell
-3,839
Closed -$312K – 188
2025
Q4 		$312K Buy
3,839
+832
+28% +$65.1K 0.09% 144
2025
Q3 		$219K Buy
+3,007
New +$196K 0.07% 166

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gilliland Jeter Wealth Management's IAU Position: Q2 2026 in Review

Gilliland Jeter Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,795 shares worth $211K. The stake represents 0.06% of the portfolio and ranks #186 among its holdings. This is a return to the name: Gilliland Jeter Wealth Management previously reported a position in IAU as recently as Q4 2025.

Gilliland Jeter Wealth Management first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $312K in Q4 2025. 1,292 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,795 shares of iShares Gold Trust worth $211K as of Q2 2026.
  • iShares Gold Trust was a new Gilliland Jeter Wealth Management position in Q2 2026.
  • iShares Gold Trust made up 0.06% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Gilliland Jeter Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • Gilliland Jeter Wealth Management's iShares Gold Trust position peaked at $312K in Q4 2025.
  • 1,292 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.