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GoalVest Advisory’s iShares Gold Trust IAU Stock Holding History

GoalVest Advisory’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 		– Sell
-250
Closed -$22K – 531
2026
Q1 		$22K Hold
250
– – ﹤0.01% 318
2025
Q4 		$20.3K Hold
250
– – ﹤0.01% 353
2025
Q3 		$18.2K Sell
250
-300
-55% -$19.6K ﹤0.01% 302
2025
Q2 		$34.3K Hold
550
– – 0.01% 234
2025
Q1 		$32.4K Hold
550
– – 0.01% 209
2024
Q4 		$27.2K Hold
550
– – 0.01% 225
2024
Q3 		$27.3K Hold
550
– – 0.01% 241
2024
Q2 		$24.2K Buy
550
+300
+120% +$13.3K 0.01% 223
2024
Q1 		$10.5K Buy
+250
New +$9.8K ﹤0.01% 313
2023
Q2 		– Sell
-247
Closed -$9.23K – 384
2023
Q1 		$9.23K Buy
+247
New +$8.86K 0.01% 190

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

GoalVest Advisory's IAU Position: Q2 2026 in Review

GoalVest Advisory sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 250 shares — an estimated $22K sold.

GoalVest Advisory first reported a position in IAU in Q1 2023 and held it in 10 quarters. The position peaked at $34.3K in Q2 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • GoalVest Advisory reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • GoalVest Advisory sold 250 iShares Gold Trust shares in Q2 2026, an estimated $22K.
  • GoalVest Advisory first reported a position in iShares Gold Trust in Q1 2023 and held it in 10 quarters.
  • GoalVest Advisory's iShares Gold Trust position peaked at $34.3K in Q2 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.