High Net Worth Advisory Group’s iShares Gold Trust IAU Stock Holding History

High Net Worth Advisory Group’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	$251K	Hold	3,329	–	–	0.05%	222
2026 Q1	$293K	Hold	3,329	–	–	0.07%	200
2025 Q4	$270K	Hold	3,329	–	–	0.06%	199
2025 Q3	$242K	Hold	3,329	–	–	0.06%	209
2025 Q2	$208K	Buy	+3,329	New	+$206K	0.06%	221
2023 Q1	–	Sell	-3,238	Closed	-$112K	–	365
2022 Q4	$112K	Hold	3,238	–	–	0.04%	235
2022 Q3	$102K	Hold	3,238	–	–	0.04%	237
2022 Q2	$111K	Hold	3,238	–	–	0.05%	230
2022 Q1	$119K	Hold	3,238	–	–	0.04%	230
2021 Q4	$113K	Buy	+3,238	New	+$111K	0.04%	236

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

High Net Worth Advisory Group's IAU Position: Q2 2026 in Review

High Net Worth Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,329 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #222.

High Net Worth Advisory Group first reported a position in IAU in Q4 2021 and has held it in 10 quarters since. The position peaked at $293K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

High Net Worth Advisory Group held 3,329 shares of iShares Gold Trust worth $251K as of Q2 2026.
High Net Worth Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.05% of High Net Worth Advisory Group's portfolio in Q2 2026, its #222 holding.
High Net Worth Advisory Group first reported a position in iShares Gold Trust in Q4 2021 and has held it in 10 quarters since.
High Net Worth Advisory Group's iShares Gold Trust position peaked at $293K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.