Inspirion Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Inspirion Wealth Advisors’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	$771K	Hold	10,153	–	–	0.09%	88
2026 Q1	$895K	Hold	10,153	–	–	0.11%	77
2025 Q4	$824K	Hold	10,153	–	–	0.1%	79
2025 Q3	$505K	Hold	10,153	–	–	0.07%	96
2025 Q2	$633K	Hold	10,153	–	–	0.08%	90
2025 Q1	$599K	Hold	10,153	–	–	0.08%	86
2024 Q4	$508K	Hold	10,153	–	–	0.07%	92
2024 Q3	$505K	Sell	10,153 -40	-0.4%	-$1.87K	0.07%	96
2024 Q2	$448K	Hold	10,193	–	–	0.07%	96
2024 Q1	$428K	Hold	10,193	–	–	0.07%	97
2023 Q4	$397K	Buy	10,193 +40	+0.4%	+$1.5K	0.07%	96
2023 Q3	$355K	Sell	10,153 -800	-7%	-$29.2K	0.07%	96
2023 Q2	$399K	Buy	10,953 +1,893	+21%	+$71K	0.08%	94
2023 Q1	$339K	Buy	9,060 +2,785	+44%	+$99.9K	0.07%	95
2022 Q4	$217K	Buy	+6,275	New	+$206K	0.05%	118
2022 Q3	–	Sell	-6,275	Closed	-$215K	–	122
2022 Q2	$215K	Buy	+6,275	New	+$223K	0.05%	109

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

Inspirion Wealth Advisors's IAU Position: Q2 2026 in Review

Inspirion Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 10,153 shares worth $771K. The position accounts for 0.09% of the portfolio, ranked #88.

Inspirion Wealth Advisors first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $895K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Inspirion Wealth Advisors held 10,153 shares of iShares Gold Trust worth $771K as of Q2 2026.
Inspirion Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.09% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Inspirion Wealth Advisors first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
Inspirion Wealth Advisors's iShares Gold Trust position peaked at $895K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.