IMA Advisory Services’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$65K Buy
+861
New +$73.1K ﹤0.01% 475
2019
Q1
Sell
-5,500
Closed -$135K 301
2018
Q4
$135K Buy
+5,500
New +$129K 0.06% 117
2018
Q3
Sell
-202
Closed -$5K 399
2018
Q2
$5K Buy
+202
New +$5.07K ﹤0.01% 312

Other funds holding IAU

IMA Advisory Services's IAU Position: Q2 2026 in Review

IMA Advisory Services opened a new position in iShares Gold Trust (IAU) in Q2 2026: 861 shares worth $65K. The stake represents ﹤0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in IAU as recently as Q4 2018.

IMA Advisory Services first reported a position in IAU in Q2 2018 and has held it in 3 quarters since. The position peaked at $135K in Q4 2018. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • IMA Advisory Services held 861 shares of iShares Gold Trust worth $65K as of Q2 2026.
  • iShares Gold Trust was a new IMA Advisory Services position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #475 holding.
  • IMA Advisory Services first reported a position in iShares Gold Trust in Q2 2018 and has held it in 3 quarters since.
  • IMA Advisory Services's iShares Gold Trust position peaked at $135K in Q4 2018.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.