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

HHM 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 		$381K Sell
5,046
-61
-1% -$5.18K 0.04% 150
2026
Q1 		$450K Sell
5,107
-88
-2% -$8.07K 0.05% 126
2025
Q4 		$422K Buy
5,195
+31
+0.6% +$2.42K 0.05% 124
2025
Q3 		$376K Buy
5,164
+147
+3% +$9.59K 0.04% 141
2025
Q2 		$313K Hold
5,017
– – 0.04% 157
2025
Q1 		$296K Buy
5,017
+5
+0.1% +$270 0.04% 145
2024
Q4 		$248K Hold
5,012
– – 0.03% 163
2024
Q3 		$249K Hold
5,012
– – 0.04% 151
2024
Q2 		$220K Hold
5,012
– – 0.03% 157
2024
Q1 		$211K Sell
5,012
-1,295
-21% -$50.8K 0.03% 139
2023
Q4 		$246K Hold
6,307
– – 0.04% 119
2023
Q3 		$221K Hold
6,307
– – 0.04% 121
2023
Q2 		$230K Hold
6,307
– – 0.04% 126
2023
Q1 		$236K Buy
+6,307
New +$226K 0.05% 118
2022
Q4 		– Sell
-10,281
Closed -$324K – 714
2022
Q3 		$324K Buy
10,281
+2,616
+34% +$85.7K 0.09% 74
2022
Q2 		$263K Sell
7,665
-2,498
-25% -$88.9K 0.07% 110
2022
Q1 		$374K Buy
10,163
+9,663
+1,933% +$345K 0.09% 90
2021
Q4 		$17K Hold
500
– – ﹤0.01% 450
2021
Q3 		$17K Buy
+500
New +$17K ﹤0.01% 427

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

HHM Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 1.2% in Q2 2026, selling an estimated $5.18K and leaving 5,046 shares worth $381K. The position accounts for 0.04% of the portfolio, ranked #150.

HHM Wealth Advisors first reported a position in IAU in Q3 2021 and has held it in 19 quarters since. The position peaked at $450K in Q1 2026. 671 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • HHM Wealth Advisors held 5,046 shares of iShares Gold Trust worth $381K as of Q2 2026.
  • HHM Wealth Advisors sold 61 iShares Gold Trust shares in Q2 2026, an estimated $5.18K.
  • iShares Gold Trust made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #150 holding.
  • HHM Wealth Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 19 quarters since.
  • HHM Wealth Advisors's iShares Gold Trust position peaked at $450K in Q1 2026.
  • 671 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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