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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
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

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. 583 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.
  • 583 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.