Global Wealth Management’s iShares Gold Trust IAU Stock Holding History

Global 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	$4.1M	Buy	54,283 +317	+0.6%	+$26.9K	2.09%	14
2026 Q1	$4.76M	Buy	53,966 +3,883	+8%	+$356K	2.59%	13
2025 Q4	$4.07M	Buy	50,083 +31,595	+171%	+$2.47M	2.19%	14
2025 Q3	$1.35M	Hold	18,488	–	–	0.71%	16
2025 Q2	$1.17M	Buy	18,488 +430	+2%	+$26.6K	0.64%	15
2025 Q1	$1.06M	Buy	18,058 +545	+3%	+$29.5K	0.61%	15
2024 Q4	$867K	Buy	+17,513	New	+$880K	0.55%	17

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

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 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

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

Global Wealth Management's IAU Position: Q2 2026 in Review

Global Wealth Management increased its iShares Gold Trust (IAU) stake by 0.59% in Q2 2026, buying an estimated $26.9K and bringing the position to 54,283 shares worth $4.1M. The position accounts for 2.09% of the portfolio, ranked #14.

Global Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.76M in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Global Wealth Management held 54,283 shares of iShares Gold Trust worth $4.1M as of Q2 2026.
Global Wealth Management bought 317 iShares Gold Trust shares in Q2 2026, an estimated $26.9K.
iShares Gold Trust made up 2.09% of Global Wealth Management's portfolio in Q2 2026, its #14 holding.
Global Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Global Wealth Management's iShares Gold Trust position peaked at $4.76M in Q1 2026.
524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Global Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.