IIA
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Integrity Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Integrity Investment 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 		$458K Hold
6,068
– – 0.2% 48
2026
Q1 		$535K Hold
6,068
– – 0.29% 44
2025
Q4 		$493K Buy
+6,068
New +$475K 0.27% 43

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Integrity Investment Advisors's IAU Position: Q2 2026 in Review

Integrity Investment Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,068 shares worth $458K. The position accounts for 0.2% of the portfolio, ranked #48.

Integrity Investment Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $535K in Q1 2026. 540 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Integrity Investment Advisors held 6,068 shares of iShares Gold Trust worth $458K as of Q2 2026.
  • Integrity Investment Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.2% of Integrity Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Integrity Investment Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Integrity Investment Advisors's iShares Gold Trust position peaked at $535K in Q1 2026.
  • 540 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Integrity Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.