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Global Wealth Strategies & Associates’s iShares Gold Trust IAU Stock Holding History

Global Wealth Strategies & Associates’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 		$9.54M Buy
126,318
+6,377
+5% +$541K 1.81% 13
2026
Q1 		$10.6M Buy
119,941
+4,497
+4% +$413K 2.6% 9
2025
Q4 		$9.37M Sell
115,444
-569
-0.5% -$44.5K 2.34% 10
2025
Q3 		$8.44M Buy
116,013
+179
+0.2% +$11.7K 2.17% 10
2025
Q2 		$7.22M Sell
115,834
-12,082
-9% -$749K 2.07% 10
2025
Q1 		$7.54M Sell
127,916
-5,586
-4% -$302K 2.29% 11
2024
Q4 		$6.61M Buy
133,502
+5,033
+4% +$253K 2.07% 12
2024
Q3 		$6.38M Buy
128,469
+182
+0.1% +$8.52K 2.1% 12
2024
Q2 		$5.64M Buy
128,287
+4,344
+4% +$192K 2.02% 12
2024
Q1 		$5.21M Buy
123,943
+3,760
+3% +$147K 1.96% 12
2023
Q4 		$4.69M Buy
120,183
+1,205
+1% +$45.1K 1.95% 11
2023
Q3 		$4.16M Buy
118,978
+6,212
+6% +$227K 1.94% 15
2023
Q2 		$4.1M Buy
112,766
+4,694
+4% +$176K 1.93% 16
2023
Q1 		$4.04M Sell
108,072
-1,668
-2% -$59.9K 2.09% 16
2022
Q4 		$3.8M Buy
+109,740
New +$3.6M 2.2% 16

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Global Wealth Strategies & Associates's IAU Position: Q2 2026 in Review

Global Wealth Strategies & Associates increased its iShares Gold Trust (IAU) stake by 5.3% in Q2 2026, buying an estimated $541K and bringing the position to 126,318 shares worth $9.54M. The position accounts for 1.81% of the portfolio, ranked #13.

Global Wealth Strategies & Associates first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.6M in Q1 2026. 691 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Global Wealth Strategies & Associates held 126,318 shares of iShares Gold Trust worth $9.54M as of Q2 2026.
  • Global Wealth Strategies & Associates bought 6,377 iShares Gold Trust shares in Q2 2026, an estimated $541K.
  • iShares Gold Trust made up 1.81% of Global Wealth Strategies & Associates's portfolio in Q2 2026, its #13 holding.
  • Global Wealth Strategies & Associates first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Global Wealth Strategies & Associates's iShares Gold Trust position peaked at $10.6M in Q1 2026.
  • 691 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.