IWA
IAU icon

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

Icon 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 		$6.3M Buy
83,422
+11,673
+16% +$991K 0.38% 51
2026
Q1 		$6.14M Sell
71,749
-104,426
-59% -$9.58M 0.4% 48
2025
Q4 		$14.3M Sell
176,175
-8,063
-4% -$631K 0.95% 28
2025
Q3 		$13.4M Buy
184,238
+68,765
+60% +$4.49M 0.91% 24
2025
Q2 		$7.2M Sell
115,473
-40,352
-26% -$2.5M 0.51% 42
2025
Q1 		$9.19M Buy
155,825
+89,592
+135% +$4.85M 0.76% 29
2024
Q4 		$3.28M Buy
+66,233
New +$3.33M 0.27% 71

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Icon Wealth Advisors increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $991K and bringing the position to 83,422 shares worth $6.3M. The position accounts for 0.38% of the portfolio, ranked #51.

Icon Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.3M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Icon Wealth Advisors held 83,422 shares of iShares Gold Trust worth $6.3M as of Q2 2026.
  • Icon Wealth Advisors bought 11,673 iShares Gold Trust shares in Q2 2026, an estimated $991K.
  • iShares Gold Trust made up 0.38% of Icon Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Icon Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Icon Wealth Advisors's iShares Gold Trust position peaked at $14.3M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.