Horst & Graben Wealth Management’s iShares Gold Trust IAU Stock Holding History

Horst & Graben Wealth Management’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	$3.03M	Sell	39,910 -953	-2%	-$80.9K	0.4%	44
2026 Q1	$3.6M	Sell	40,863 -14,626	-26%	-$1.34M	0.49%	40
2025 Q4	$4.51M	Sell	55,489 -1,292	-2%	-$101K	0.68%	32
2025 Q3	$4.13M	Buy	56,781 +1,072	+2%	+$69.9K	0.63%	33
2025 Q2	$3.47M	Sell	55,709 -2,614	-4%	-$162K	0.58%	35
2025 Q1	$3.44M	Buy	58,323 +25,986	+80%	+$1.41M	0.62%	32
2024 Q4	$1.6M	Buy	+32,337	New	+$1.62M	0.28%	51

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

Horst & Graben Wealth Management's IAU Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $80.9K and leaving 39,910 shares worth $3.03M. The position accounts for 0.4% of the portfolio, ranked #44.

Horst & Graben Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.51M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Horst & Graben Wealth Management held 39,910 shares of iShares Gold Trust worth $3.03M as of Q2 2026.
Horst & Graben Wealth Management sold 953 iShares Gold Trust shares in Q2 2026, an estimated $80.9K.
iShares Gold Trust made up 0.4% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #44 holding.
Horst & Graben Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Horst & Graben Wealth Management's iShares Gold Trust position peaked at $4.51M in Q4 2025.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.