IAA
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Independent Advisor Alliance’s iShares Gold Trust IAU Stock Holding History

Independent Advisor Alliance’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 		$5.06M Buy
67,033
+3,297
+5% +$280K 0.12% 126
2026
Q1 		$5.62M Sell
63,736
-38,119
-37% -$3.5M 0.06% 287
2025
Q4 		$8.27M Buy
101,855
+25,147
+33% +$1.97M 0.2% 75
2025
Q3 		$5.58M Buy
76,708
+53,374
+229% +$3.48M 0.15% 110
2025
Q2 		$1.46M Buy
23,334
+5,046
+28% +$313K 0.04% 339
2025
Q1 		$1.08M Buy
18,288
+985
+6% +$53.3K 0.04% 364
2024
Q4 		$857K Buy
17,303
+2,968
+21% +$149K 0.01% 772
2024
Q3 		$712K Sell
14,335
-409
-3% -$19.1K 0.03% 389
2024
Q2 		$648K Buy
14,744
+1,686
+13% +$74.5K 0.02% 403
2024
Q1 		$549K Sell
13,058
-1,805
-12% -$70.8K 0.02% 436
2023
Q4 		$580K Buy
14,863
+683
+5% +$25.6K 0.02% 412
2023
Q3 		$496K Buy
14,180
+233
+2% +$8.5K 0.02% 417
2023
Q2 		$508K Sell
13,947
-225
-2% -$8.44K 0.02% 423
2023
Q1 		$530K Sell
14,172
-1,930
-12% -$69.3K 0.03% 410
2022
Q4 		$557 Sell
16,102
-1,459
-8% -$47.9K ﹤0.01% 340
2022
Q3 		$554K Sell
17,561
-19,275
-52% -$632K 0.03% 348
2022
Q2 		$1.26M Buy
+36,836
New +$1.31M 0.07% 229
2022
Q1 		– Sell
-42,938
Closed -$1.5M – 700
2021
Q4 		$1.5M Buy
42,938
+24,512
+133% +$838K 0.07% 209
2021
Q3 		$616K Sell
18,426
-846
-4% -$28.8K 0.03% 334
2021
Q2 		$650K Buy
19,272
+914
+5% +$31.6K 0.04% 334
2021
Q1 		$597K Sell
18,358
-357
-2% -$12.2K 0.04% 336
2020
Q4 		$679K Buy
18,715
+1,282
+7% +$45.9K 0.05% 288
2020
Q3 		$627K Buy
17,433
+3,124
+22% +$114K 0.05% 247
2020
Q2 		$486K Buy
14,309
+3,548
+33% +$116K 0.05% 274
2020
Q1 		$324K Sell
10,761
-52,976
-83% -$1.6M 0.05% 263
2019
Q4 		$1.85M Sell
63,737
-308
-0.5% -$8.74K 0.08% 252
2019
Q3 		$1.81M Sell
64,045
-10,999
-15% -$310K 0.22% 100
2019
Q2 		$2.03M Sell
75,044
-303
-0.4% -$7.59K 0.29% 80
2019
Q1 		$1.87M Sell
75,347
-1,164
-2% -$29.1K 0.26% 87
2018
Q4 		$1.88M Buy
76,511
+1,474
+2% +$34.7K 0.33% 70
2018
Q3 		$1.71M Buy
75,037
+1,732
+2% +$40.2K 0.31% 81
2018
Q2 		$1.76M Sell
73,305
-1,525
-2% -$38.2K 0.37% 69
2018
Q1 		$1.93M Buy
74,830
+169
+0.2% +$4.32K 0.43% 55
2017
Q4 		$1.9M Sell
74,661
-466
-0.6% -$11.4K 0.42% 63
2017
Q3 		$1.86M Buy
75,127
+9,418
+14% +$232K 0.51% 48
2017
Q2 		$1.53M Sell
65,709
-1,102
-2% -$26.7K 0.49% 65
2017
Q1 		$1.62M Buy
66,811
+2,202
+3% +$51.7K 0.26% 118
2016
Q4 		$1.5M Buy
+64,609
New +$1.52M 0.64% 57

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

Independent Advisor Alliance's IAU Position: Q2 2026 in Review

Independent Advisor Alliance increased its iShares Gold Trust (IAU) stake by 5.2% in Q2 2026, buying an estimated $280K and bringing the position to 67,033 shares worth $5.06M. The position accounts for 0.12% of the portfolio, ranked #126.

Independent Advisor Alliance first reported a position in IAU in Q4 2016 and has held it in 38 quarters since. The position peaked at $8.27M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Independent Advisor Alliance held 67,033 shares of iShares Gold Trust worth $5.06M as of Q2 2026.
  • Independent Advisor Alliance bought 3,297 iShares Gold Trust shares in Q2 2026, an estimated $280K.
  • iShares Gold Trust made up 0.12% of Independent Advisor Alliance's portfolio in Q2 2026, its #126 holding.
  • Independent Advisor Alliance first reported a position in iShares Gold Trust in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's iShares Gold Trust position peaked at $8.27M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.