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Integrated Advisors Network’s iShares Gold Trust IAU Stock Holding History

Integrated Advisors 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 		$1.57M Buy
20,814
+3,666
+21% +$311K 0.07% 247
2026
Q1 		$1.51M Sell
17,148
-32,680
-66% -$3M 0.08% 248
2025
Q4 		$4.04M Sell
49,828
-4,973
-9% -$389K 0.18% 133
2025
Q3 		$3.99M Buy
54,801
+3,845
+8% +$251K 0.17% 148
2025
Q2 		$3.18M Sell
50,956
-428
-0.8% -$26.5K 0.14% 172
2025
Q1 		$3.03M Buy
51,384
+5,584
+12% +$302K 0.15% 150
2024
Q4 		$2.27M Buy
45,800
+8,097
+21% +$407K 0.11% 196
2024
Q3 		$1.87M Sell
37,703
-331
-0.9% -$15.5K 0.09% 220
2024
Q2 		$1.67M Buy
38,034
+679
+2% +$30K 0.09% 221
2024
Q1 		$1.57M Sell
37,355
-375
-1% -$14.7K 0.08% 240
2023
Q4 		$1.47M Sell
37,730
-50,257
-57% -$1.88M 0.08% 233
2023
Q3 		$3.08M Sell
87,987
-72
-0.1% -$2.63K 0.19% 149
2023
Q2 		$3.2M Buy
88,059
+4,811
+6% +$180K 0.18% 149
2023
Q1 		$3.11M Buy
83,248
+17,256
+26% +$619K 0.19% 142
2022
Q4 		$2.28M Sell
65,992
-3,417
-5% -$112K 0.15% 171
2022
Q3 		$2.19M Sell
69,409
-2,592
-4% -$84.9K 0.15% 165
2022
Q2 		$2.47M Buy
72,001
+13,175
+22% +$469K 0.16% 165
2022
Q1 		$2.17M Buy
58,826
+22,468
+62% +$803K 0.13% 186
2021
Q4 		$1.27M Buy
36,358
+423
+1% +$14.5K 0.07% 238
2021
Q3 		$1.2M Buy
35,935
+9,619
+37% +$328K 0.08% 226
2021
Q2 		$887K Buy
26,316
+18,367
+231% +$635K 0.07% 238
2021
Q1 		$258K Sell
7,949
-12,514
-61% -$428K 0.02% 469
2020
Q4 		$742K Buy
+20,463
New +$732K 0.08% 234

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

Integrated Advisors Network's IAU Position: Q2 2026 in Review

Integrated Advisors Network increased its iShares Gold Trust (IAU) stake by 21% in Q2 2026, buying an estimated $311K and bringing the position to 20,814 shares worth $1.57M. The position accounts for 0.07% of the portfolio, ranked #247.

Integrated Advisors Network first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.04M in Q4 2025. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Integrated Advisors Network held 20,814 shares of iShares Gold Trust worth $1.57M as of Q2 2026.
  • Integrated Advisors Network bought 3,666 iShares Gold Trust shares in Q2 2026, an estimated $311K.
  • iShares Gold Trust made up 0.07% of Integrated Advisors Network's portfolio in Q2 2026, its #247 holding.
  • Integrated Advisors Network first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Integrated Advisors Network's iShares Gold Trust position peaked at $4.04M in Q4 2025.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.