IWN
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Independent Wealth Network’s iShares Gold Trust IAU Stock Holding History

Independent Wealth Network’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 		$1.18M Sell
15,606
-376
-2% -$31.9K 0.3% 90
2026
Q1 		$1.41M Sell
15,982
-1,225
-7% -$112K 0.42% 62
2025
Q4 		$1.4M Sell
17,207
-1,041
-6% -$81.4K 0.43% 55
2025
Q3 		$1.33M Buy
18,248
+2,250
+14% +$147K 0.43% 56
2025
Q2 		$998K Buy
15,998
+761
+5% +$47.2K 0.36% 74
2025
Q1 		$898K Buy
15,237
+2,849
+23% +$154K 0.36% 74
2024
Q4 		$613K Sell
12,388
-3,176
-20% -$160K 0.25% 96
2024
Q3 		$774K Buy
15,564
+4,718
+43% +$221K 0.34% 75
2024
Q2 		$476K Sell
10,846
-811
-7% -$35.8K 0.22% 120
2024
Q1 		$490K Sell
11,657
-643
-5% -$25.2K 0.23% 117
2023
Q4 		$480K Buy
12,300
+2,211
+22% +$82.7K 0.25% 107
2023
Q3 		$353K Sell
10,089
-45
-0.4% -$1.64K 0.22% 118
2023
Q2 		$369K Sell
10,134
-569
-5% -$21.3K 0.22% 117
2023
Q1 		$400K Buy
10,703
+1,703
+19% +$61.1K 0.26% 97
2022
Q4 		$311K Sell
9,000
-625
-6% -$20.5K 0.21% 122
2022
Q3 		$303K Buy
9,625
+2,246
+30% +$73.6K 0.24% 120
2022
Q2 		$253K Sell
7,379
-1,524
-17% -$54.2K 0.18% 139
2022
Q1 		$328K Buy
8,903
+1,543
+21% +$55.1K 0.21% 130
2021
Q4 		$256K Sell
7,360
-1,434
-16% -$49K 0.16% 160
2021
Q3 		$297K Buy
+8,794
New +$300K 0.19% 134

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 Wealth Network's IAU Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $31.9K and leaving 15,606 shares worth $1.18M. The position accounts for 0.3% of the portfolio, ranked #90.

Independent Wealth Network first reported a position in IAU in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Independent Wealth Network held 15,606 shares of iShares Gold Trust worth $1.18M as of Q2 2026.
  • Independent Wealth Network sold 376 iShares Gold Trust shares in Q2 2026, an estimated $31.9K.
  • iShares Gold Trust made up 0.3% of Independent Wealth Network's portfolio in Q2 2026, its #90 holding.
  • Independent Wealth Network first reported a position in iShares Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares Gold Trust position peaked at $1.41M in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.