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GWN Securities’s iShares Gold Trust IAU Stock Holding History

GWN Securities’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 		$863K Buy
11,432
+1,802
+19% +$153K 0.14% 180
2026
Q1 		$849K Sell
9,630
-740
-7% -$67.9K 0.16% 155
2025
Q4 		$842K Buy
10,370
+2,357
+29% +$184K 0.17% 146
2025
Q3 		$586K Buy
8,013
+1,625
+25% +$106K 0.14% 170
2025
Q2 		$400K Sell
6,388
-1,340
-17% -$83K 0.07% 250
2025
Q1 		$456K Buy
+7,728
New +$418K 0.03% 483

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

GWN Securities's IAU Position: Q2 2026 in Review

GWN Securities increased its iShares Gold Trust (IAU) stake by 19% in Q2 2026, buying an estimated $153K and bringing the position to 11,432 shares worth $863K. The position accounts for 0.14% of the portfolio, ranked #180.

GWN Securities first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • GWN Securities held 11,432 shares of iShares Gold Trust worth $863K as of Q2 2026.
  • GWN Securities bought 1,802 iShares Gold Trust shares in Q2 2026, an estimated $153K.
  • iShares Gold Trust made up 0.14% of GWN Securities's portfolio in Q2 2026, its #180 holding.
  • GWN Securities first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.