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

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 22.9% 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

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. 1,914 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.
1,914 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.