HIW
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Holos Integrated Wealth’s iShares Gold Trust IAU Stock Holding History

Holos Integrated Wealth’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 		$7.35K Hold
95
– – ﹤0.01% 285
2026
Q1 		$8.4K Buy
+95
New +$8.71K ﹤0.01% 269
2025
Q4 		– Sell
-2,723
Closed -$206K – 312
2025
Q3 		$206K Hold
2,723
– – 0.12% 63
2025
Q2 		$174K Sell
2,723
-835
-23% -$51.7K 0.1% 66
2025
Q1 		$210K Hold
3,558
– – 0.14% 62
2024
Q4 		$176K Buy
+3,558
New +$179K 0.12% 59

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

Holos Integrated Wealth's IAU Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 95 shares worth $7.35K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Holos Integrated Wealth first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $210K in Q1 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Holos Integrated Wealth held 95 shares of iShares Gold Trust worth $7.35K as of Q2 2026.
  • Holos Integrated Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #285 holding.
  • Holos Integrated Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Holos Integrated Wealth's iShares Gold Trust position peaked at $210K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.