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Golden State Wealth Management’s iShares Gold Trust IAU Stock Holding History

Golden State 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 		$2.3M Buy
30,519
+21,121
+225% +$1.79M 0.21% 104
2026
Q1 		$829K Buy
9,398
+2,570
+38% +$236K 0.09% 180
2025
Q4 		$554K Sell
6,828
-587
-8% -$45.9K 0.06% 234
2025
Q3 		$540K Sell
7,415
-2,934
-28% -$191K 0.06% 231
2025
Q2 		$645K Buy
10,349
+2,531
+32% +$157K 0.08% 191
2025
Q1 		$461K Buy
7,818
+3,892
+99% +$211K 0.07% 215
2024
Q4 		$194K Buy
+3,926
New +$197K 0.03% 326
2022
Q1 		– Sell
-6,009
Closed -$209K – 330
2021
Q4 		$209K Buy
+6,009
New +$205K 0.04% 349
2019
Q4 		– Sell
-143
Closed -$4K – 452
2019
Q3 		$4K Sell
143
-2,592
-95% -$73.1K ﹤0.01% 891
2019
Q2 		$73K Sell
2,735
-400
-13% -$10K 0.02% 385
2019
Q1 		$78K Buy
+3,135
New +$78.3K 0.03% 361

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

Golden State Wealth Management increased its iShares Gold Trust (IAU) stake by 225% in Q2 2026, buying an estimated $1.79M and bringing the position to 30,519 shares worth $2.3M. The position accounts for 0.21% of the portfolio, ranked #104.

Golden State Wealth Management first reported a position in IAU in Q1 2019 and has held it in 11 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Golden State Wealth Management held 30,519 shares of iShares Gold Trust worth $2.3M as of Q2 2026.
  • Golden State Wealth Management bought 21,121 iShares Gold Trust shares in Q2 2026, an estimated $1.79M.
  • iShares Gold Trust made up 0.21% of Golden State Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Golden State Wealth Management first reported a position in iShares Gold Trust in Q1 2019 and has held it in 11 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.