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Golden Road Advisors’s iShares Gold Trust IAU Stock Holding History

Golden Road Advisors’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 		$280K Buy
3,708
+335
+10% +$28.4K 0.14% 52
2026
Q1 		$297K Buy
+3,373
New +$309K 0.17% 42
2025
Q4 		– Sell
-5,000
Closed -$364K – 51
2025
Q3 		$364K Buy
+5,000
New +$326K 0.21% 36

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

Golden Road Advisors's IAU Position: Q2 2026 in Review

Golden Road Advisors increased its iShares Gold Trust (IAU) stake by 9.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 3,708 shares worth $280K. The position accounts for 0.14% of the portfolio, ranked #52.

Golden Road Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $364K in Q3 2025. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Golden Road Advisors held 3,708 shares of iShares Gold Trust worth $280K as of Q2 2026.
  • Golden Road Advisors bought 335 iShares Gold Trust shares in Q2 2026, an estimated $28.4K.
  • iShares Gold Trust made up 0.14% of Golden Road Advisors's portfolio in Q2 2026, its #52 holding.
  • Golden Road Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • Golden Road Advisors's iShares Gold Trust position peaked at $364K in Q3 2025.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Golden Road Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.