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HCR Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

HCR Wealth 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 		$238K Sell
3,146
-448
-12% -$38K 0.02% 232
2026
Q1 		$317K Hold
3,594
– – 0.03% 194
2025
Q4 		$292K Hold
3,594
– – 0.03% 198
2025
Q3 		$261K Hold
3,594
– – 0.03% 203
2025
Q2 		$224K Hold
3,594
– – 0.03% 214
2025
Q1 		$212K Buy
+3,594
New +$194K 0.03% 219

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

HCR Wealth Advisors's IAU Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 12% in Q2 2026, selling an estimated $38K and leaving 3,146 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #232.

HCR Wealth Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $317K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • HCR Wealth Advisors held 3,146 shares of iShares Gold Trust worth $238K as of Q2 2026.
  • HCR Wealth Advisors sold 448 iShares Gold Trust shares in Q2 2026, an estimated $38K.
  • iShares Gold Trust made up 0.02% of HCR Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • HCR Wealth Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • HCR Wealth Advisors's iShares Gold Trust position peaked at $317K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.