International Private Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

International Private 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	$390K	Buy	5,162 +992	+24%	+$84.2K	0.2%	93
2026 Q1	$368K	Sell	4,170 -66	-2%	-$6.05K	0.22%	102
2025 Q4	$344K	Buy	4,236 +591	+16%	+$46.2K	0.22%	100
2025 Q3	$265K	Sell	3,645 -394	-10%	-$25.7K	0.17%	137
2025 Q2	$252K	Sell	4,039 -149	-4%	-$9.23K	0.22%	137
2025 Q1	$247K	Buy	4,188 +27	+0.6%	+$1.46K	0.24%	128
2024 Q4	$206K	Sell	4,161 -706	-15%	-$35.5K	0.21%	147
2024 Q3	$242K	Sell	4,867 -244	-5%	-$11.4K	0.35%	106
2024 Q2	$225K	Sell	5,111 -601	-11%	-$26.6K	0.38%	106
2024 Q1	$240K	Sell	5,712 -1,628	-22%	-$63.8K	0.46%	97
2023 Q4	$286K	Buy	+7,340	New	+$275K	0.28%	60

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 22.9% 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

International Private Wealth Advisors's IAU Position: Q2 2026 in Review

International Private Wealth Advisors increased its iShares Gold Trust (IAU) stake by 24% in Q2 2026, buying an estimated $84.2K and bringing the position to 5,162 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #93.

International Private Wealth Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

International Private Wealth Advisors held 5,162 shares of iShares Gold Trust worth $390K as of Q2 2026.
International Private Wealth Advisors bought 992 iShares Gold Trust shares in Q2 2026, an estimated $84.2K.
iShares Gold Trust made up 0.2% of International Private Wealth Advisors's portfolio in Q2 2026, its #93 holding.
International Private Wealth Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on International Private Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.