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Inspire Investing’s iShares Gold Trust IAU Stock Holding History

Inspire Investing’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 		$9.14K Hold
121
– – ﹤0.01% 1121
2026
Q1 		$10.7K Hold
121
– – ﹤0.01% 961
2025
Q4 		$9.82K Buy
+121
New +$9.46K ﹤0.01% 927
2018
Q1 		– Sell
-1,225
Closed -$31K – 425
2017
Q4 		$31K Buy
+1,225
New +$30.1K 0.03% 750

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

Inspire Investing's IAU Position: Q2 2026 in Review

Inspire Investing held its iShares Gold Trust (IAU) position steady in Q2 2026 at 121 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Inspire Investing first reported a position in IAU in Q4 2017 and has held it in 4 quarters since. The position peaked at $31K in Q4 2017. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Inspire Investing held 121 shares of iShares Gold Trust worth $9.14K as of Q2 2026.
  • Inspire Investing left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1121 holding.
  • Inspire Investing first reported a position in iShares Gold Trust in Q4 2017 and has held it in 4 quarters since.
  • Inspire Investing's iShares Gold Trust position peaked at $31K in Q4 2017.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.