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Helium Advisors’s iShares Gold Trust IAU Stock Holding History

Helium 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 		$425K Buy
5,630
+587
+12% +$49.8K 0.35% 63
2026
Q1 		$445K Sell
5,043
-2
-0% -$183 0.42% 54
2025
Q4 		$410K Sell
5,045
-4,895
-49% -$383K 0.41% 50
2025
Q3 		$723K Hold
9,940
– – 0.6% 34
2025
Q2 		$620K Hold
9,940
– – 0.39% 47
2025
Q1 		$586K Buy
9,940
+955
+11% +$51.7K 0.43% 40
2024
Q4 		$445K Buy
+8,985
New +$451K 0.35% 54

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

Helium Advisors's IAU Position: Q2 2026 in Review

Helium Advisors increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $49.8K and bringing the position to 5,630 shares worth $425K. The position accounts for 0.35% of the portfolio, ranked #63.

Helium Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $723K in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Helium Advisors held 5,630 shares of iShares Gold Trust worth $425K as of Q2 2026.
  • Helium Advisors bought 587 iShares Gold Trust shares in Q2 2026, an estimated $49.8K.
  • iShares Gold Trust made up 0.35% of Helium Advisors's portfolio in Q2 2026, its #63 holding.
  • Helium Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Helium Advisors's iShares Gold Trust position peaked at $723K in Q3 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Helium Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.