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Institute for Wealth Management’s iShares Gold Trust IAU Stock Holding History

Institute for 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 		$26.8K Buy
+355
New +$30.1K ﹤0.01% 1044
2021
Q2 		– Sell
-5,364
Closed -$174K – 494
2021
Q1 		$174K Sell
5,364
-5,562
-51% -$190K 0.03% 452
2020
Q4 		$396K Buy
10,926
+415
+4% +$14.9K 0.08% 299
2020
Q3 		$378K Hold
10,511
– – 0.09% 275
2020
Q2 		$357K Buy
10,511
+2,282
+28% +$74.8K 0.09% 296
2020
Q1 		$248K Sell
8,229
-525
-6% -$15.9K 0.08% 319
2019
Q4 		$254K Sell
8,754
-240
-3% -$6.81K 0.06% 379
2019
Q3 		$254K Buy
8,994
+5
+0.1% +$141 0.06% 356
2019
Q2 		$243K Buy
+8,989
New +$225K 0.05% 397
2018
Q4 		– Sell
-9,065
Closed -$205K – 297
2018
Q3 		$205K Sell
9,065
-700
-7% -$16.3K 0.07% 202
2018
Q2 		$234K Buy
9,765
+21
+0.2% +$527 0.07% 206
2018
Q1 		$250K Buy
+9,744
New +$249K 0.07% 243
2013
Q3 		– Sell
-450
Closed -$11K – 85
2013
Q2 		$11K Buy
+450
New +$12.4K 0.01% 84

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 22.9% 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

Institute for Wealth Management's IAU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2026: 355 shares worth $26.8K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in IAU as recently as Q1 2021.

Institute for Wealth Management first reported a position in IAU in Q2 2013 and has held it in 13 quarters since. The position peaked at $396K in Q4 2020. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Institute for Wealth Management held 355 shares of iShares Gold Trust worth $26.8K as of Q2 2026.
  • iShares Gold Trust was a new Institute for Wealth Management position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1044 holding.
  • Institute for Wealth Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 13 quarters since.
  • Institute for Wealth Management's iShares Gold Trust position peaked at $396K in Q4 2020.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.