Greenhouse Wealth Management’s iShares Gold Trust IAU Stock Holding History

Greenhouse 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	–	Sell	-25,546	Closed	-$2.25M	–	59
2026 Q1	$2.25M	Buy	25,546 +350	+1%	+$32.1K	1.39%	11
2025 Q4	$2.05M	Hold	25,196	–	–	1.21%	12
2025 Q3	$1.83M	Hold	25,196	–	–	1.1%	13
2025 Q2	$1.57M	Hold	25,196	–	–	1.01%	13
2025 Q1	$1.49M	Hold	25,196	–	–	1.11%	12
2024 Q4	$1.25M	Hold	25,196	–	–	0.82%	15
2024 Q3	$1.25M	Hold	25,196	–	–	0.84%	17
2024 Q2	$1.11M	Hold	25,196	–	–	0.81%	17
2024 Q1	$1.06M	Sell	25,196 -25	-0.1%	-$980	0.79%	16
2023 Q4	$984K	Hold	25,221	–	–	0.8%	17
2023 Q3	$882K	Sell	25,221 -17	-0.1%	-$620	0.79%	17
2023 Q2	$918K	Sell	25,238 -16	-0.1%	-$600	0.81%	17
2023 Q1	$944K	Sell	25,254 -37	-0.1%	-$1.33K	0.89%	17
2022 Q4	$875K	Sell	25,291 -184	-0.7%	-$6.04K	0.88%	16
2022 Q3	$803K	Sell	25,475 -496	-2%	-$16.3K	0.89%	17
2022 Q2	$891K	Buy	25,971 +466	+2%	+$16.6K	0.96%	16
2022 Q1	$939K	Hold	25,505	–	–	0.88%	17
2021 Q4	$888K	Sell	25,505 -23,500	-48%	-$803K	0.79%	18
2021 Q3	$1.64M	Sell	49,005 -14,745	-23%	-$502K	1.55%	10
2021 Q2	$2.15M	Hold	63,750	–	–	1.99%	10
2021 Q1	$2.07M	Hold	63,750	–	–	2.06%	10
2020 Q4	$2.31M	Buy	+63,750	New	+$2.28M	2.28%	9

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Greenhouse Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 25,546 shares — an estimated $2.25M sold.

Greenhouse Wealth Management first reported a position in IAU in Q4 2020 and held it in 22 quarters. The position peaked at $2.31M in Q4 2020. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Greenhouse Wealth Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Greenhouse Wealth Management sold 25,546 iShares Gold Trust shares in Q2 2026, an estimated $2.25M.
Greenhouse Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and held it in 22 quarters.
Greenhouse Wealth Management's iShares Gold Trust position peaked at $2.31M in Q4 2020.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.