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Innovative Asset Advisors Group’s iShares Gold Trust IAU Stock Holding History

Innovative Asset Advisors Group’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 		$109K Hold
1,441
– – 0.05% 224
2026
Q1 		$127K Buy
+1,441
New +$132K 0.07% 176

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Innovative Asset Advisors Group's IAU Position: Q2 2026 in Review

Innovative Asset Advisors Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,441 shares worth $109K. The position accounts for 0.05% of the portfolio, ranked #224.

Innovative Asset Advisors Group first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $127K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Innovative Asset Advisors Group held 1,441 shares of iShares Gold Trust worth $109K as of Q2 2026.
  • Innovative Asset Advisors Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #224 holding.
  • Innovative Asset Advisors Group first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • Innovative Asset Advisors Group's iShares Gold Trust position peaked at $127K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.