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

HB 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 		$15.7M Buy
208,539
+2,122
+1% +$180K 0.09% 127
2026
Q1 		$18.2M Sell
206,417
-419
-0.2% -$38.4K 0.12% 100
2025
Q4 		$16.8M Sell
206,836
-548
-0.3% -$42.9K 0.11% 100
2025
Q3 		$15.1M Buy
207,384
+2,729
+1% +$178K 0.1% 107
2025
Q2 		$12.8M Buy
204,655
+8,621
+4% +$534K 0.1% 108
2025
Q1 		$11.6M Buy
196,034
+116,067
+145% +$6.28M 0.1% 117
2024
Q4 		$3.96M Buy
79,967
+8,110
+11% +$408K 0.04% 187
2024
Q3 		$3.57M Sell
71,857
-1,464
-2% -$68.5K 0.04% 195
2024
Q2 		$3.22M Buy
73,321
+2
+0% +$88 0.04% 195
2024
Q1 		$3.08M Buy
73,319
+1,376
+2% +$53.9K 0.04% 190
2023
Q4 		$2.81M Sell
71,943
-1,880
-3% -$70.3K 0.04% 183
2023
Q3 		$2.58M Buy
73,823
+150
+0.2% +$5.47K 0.04% 175
2023
Q2 		$2.68M Sell
73,673
-450
-0.6% -$16.9K 0.04% 173
2023
Q1 		$2.77M Sell
74,123
-476
-0.6% -$17.1K 0.05% 163
2022
Q4 		$2.58M Buy
74,599
+226
+0.3% +$7.42K 0.05% 172
2022
Q3 		$2.35M Sell
74,373
-393
-0.5% -$12.9K 0.05% 162
2022
Q2 		$2.56M Buy
74,766
+375
+0.5% +$13.3K 0.05% 152
2022
Q1 		$2.74M Buy
74,391
+41,389
+125% +$1.48M 0.05% 152
2021
Q4 		$1.15M Buy
+33,002
New +$1.13M 0.02% 225

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

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

HB Wealth Management increased its iShares Gold Trust (IAU) stake by 1% in Q2 2026, buying an estimated $180K and bringing the position to 208,539 shares worth $15.7M. The position accounts for 0.09% of the portfolio, ranked #127.

HB Wealth Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.2M in Q1 2026. 1,900 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • HB Wealth Management held 208,539 shares of iShares Gold Trust worth $15.7M as of Q2 2026.
  • HB Wealth Management bought 2,122 iShares Gold Trust shares in Q2 2026, an estimated $180K.
  • iShares Gold Trust made up 0.09% of HB Wealth Management's portfolio in Q2 2026, its #127 holding.
  • HB Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's iShares Gold Trust position peaked at $18.2M in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.