Independent Solutions Wealth Management’s iShares Gold Trust IAU Stock Holding History

Independent Solutions 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	$3.2M	Buy	42,419 +1,806	+4%	+$153K	0.42%	70
2026 Q1	$3.58M	Sell	40,613 -45,770	-53%	-$4.2M	0.53%	52
2025 Q4	$7.01M	Buy	86,383 +4,379	+5%	+$342K	1.29%	22
2025 Q3	$5.97M	Buy	82,004 +13,313	+19%	+$868K	1.06%	25
2025 Q2	$4.28M	Buy	68,691 +18,545	+37%	+$1.15M	0.84%	35
2025 Q1	$2.96M	Sell	50,146 -2,773	-5%	-$150K	0.66%	46
2024 Q4	$2.62M	Buy	52,919 +48,567	+1,116%	+$2.44M	0.57%	52
2024 Q3	$216K	Buy	+4,352	New	+$204K	0.05%	156

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

Independent Solutions Wealth Management's IAU Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares Gold Trust (IAU) stake by 4.4% in Q2 2026, buying an estimated $153K and bringing the position to 42,419 shares worth $3.2M. The position accounts for 0.42% of the portfolio, ranked #70.

Independent Solutions Wealth Management first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.01M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Independent Solutions Wealth Management held 42,419 shares of iShares Gold Trust worth $3.2M as of Q2 2026.
Independent Solutions Wealth Management bought 1,806 iShares Gold Trust shares in Q2 2026, an estimated $153K.
iShares Gold Trust made up 0.42% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #70 holding.
Independent Solutions Wealth Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Independent Solutions Wealth Management's iShares Gold Trust position peaked at $7.01M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.