Integrity Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

Integrity Wealth Solutions’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	$261K	Sell	3,453 -83	-2%	-$7.05K	0.1%	107
2026 Q1	$312K	Buy	3,536 +30	+0.9%	+$2.75K	0.12%	96
2025 Q4	$285K	Hold	3,506	–	–	0.11%	102
2025 Q3	$255K	Sell	3,506 -406	-10%	-$26.5K	0.11%	100
2025 Q2	$244K	Sell	3,912 -1,055	-21%	-$65.4K	0.12%	99
2025 Q1	$293K	Sell	4,967 -200	-4%	-$10.8K	0.16%	88
2024 Q4	$256K	Buy	+5,167	New	+$260K	0.14%	86
2024 Q1	–	Sell	-5,211	Closed	-$203K	–	102
2023 Q4	$203K	Buy	+5,211	New	+$195K	0.14%	96

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

Integrity Wealth Solutions's IAU Position: Q2 2026 in Review

Integrity Wealth Solutions reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $7.05K and leaving 3,453 shares worth $261K. The position accounts for 0.1% of the portfolio, ranked #107.

Integrity Wealth Solutions first reported a position in IAU in Q4 2023 and has held it in 8 quarters since. The position peaked at $312K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Integrity Wealth Solutions held 3,453 shares of iShares Gold Trust worth $261K as of Q2 2026.
Integrity Wealth Solutions sold 83 iShares Gold Trust shares in Q2 2026, an estimated $7.05K.
iShares Gold Trust made up 0.1% of Integrity Wealth Solutions's portfolio in Q2 2026, its #107 holding.
Integrity Wealth Solutions first reported a position in iShares Gold Trust in Q4 2023 and has held it in 8 quarters since.
Integrity Wealth Solutions's iShares Gold Trust position peaked at $312K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Integrity Wealth Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.