Heck Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Heck Capital 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	$3.5M	Sell	46,387 -18,711	-29%	-$1.59M	0.21%	72
2026 Q1	$5.74M	Buy	65,098 +13,785	+27%	+$1.26M	0.43%	46
2025 Q4	$4.17M	Sell	51,313 -58,025	-53%	-$4.54M	0.31%	60
2025 Q3	$7.96M	Buy	109,338 +27,740	+34%	+$1.81M	0.62%	39
2025 Q2	$5.09M	Buy	+81,598	New	+$5.06M	0.44%	45
2024 Q4	–	Sell	-49,156	Closed	-$2.44M	–	247
2024 Q3	$2.44M	Buy	+49,156	New	+$2.3M	0.28%	60

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

Heck Capital Advisors's IAU Position: Q2 2026 in Review

Heck Capital Advisors reduced its iShares Gold Trust (IAU) stake by 29% in Q2 2026, selling an estimated $1.59M and leaving 46,387 shares worth $3.5M. The position accounts for 0.21% of the portfolio, ranked #72.

Heck Capital Advisors first reported a position in IAU in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.96M in Q3 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Heck Capital Advisors held 46,387 shares of iShares Gold Trust worth $3.5M as of Q2 2026.
Heck Capital Advisors sold 18,711 iShares Gold Trust shares in Q2 2026, an estimated $1.59M.
iShares Gold Trust made up 0.21% of Heck Capital Advisors's portfolio in Q2 2026, its #72 holding.
Heck Capital Advisors first reported a position in iShares Gold Trust in Q3 2024 and has held it in 6 quarters since.
Heck Capital Advisors's iShares Gold Trust position peaked at $7.96M in Q3 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.