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Intrua Financial’s iShares Gold Trust IAU Stock Holding History

Intrua Financial’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 		– Sell
-9,712
Closed -$856K – 509
2026
Q1 		$856K Sell
9,712
-14,696
-60% -$1.35M 0.09% 181
2025
Q4 		$1.98M Sell
24,408
-379
-2% -$29.6K 0.21% 87
2025
Q3 		$1.8M Buy
24,787
+12,766
+106% +$833K 0.2% 96
2025
Q2 		$750K Sell
12,021
-455
-4% -$28.2K 0.1% 156
2025
Q1 		$736K Sell
12,476
-324
-3% -$17.5K 0.11% 139
2024
Q4 		$634K Sell
12,800
-973
-7% -$48.9K 0.1% 161
2024
Q3 		$685K Sell
13,773
-477
-3% -$22.3K 0.1% 165
2024
Q2 		$626K Sell
14,250
-397
-3% -$17.5K 0.09% 188
2024
Q1 		$615K Sell
14,647
-1,250
-8% -$49K 0.09% 208
2023
Q4 		$620K Buy
15,897
+375
+2% +$14K 0.09% 195
2023
Q3 		$543K Sell
15,522
-950
-6% -$34.7K 0.09% 183
2023
Q2 		$599K Buy
16,472
+40
+0.2% +$1.5K 0.1% 171
2023
Q1 		$626K Sell
16,432
-1,080
-6% -$38.8K 0.13% 152
2022
Q4 		$643K Sell
17,512
-864
-5% -$28.4K 0.15% 147
2022
Q3 		$579K Sell
18,376
-5,894
-24% -$193K 0.15% 145
2022
Q2 		$833K Sell
24,270
-9,025
-27% -$321K 0.18% 130
2022
Q1 		$1.23M Sell
33,295
-1,310
-4% -$46.8K 0.22% 96
2021
Q4 		$1.21M Sell
34,605
-13,662
-28% -$467K 0.21% 106
2021
Q3 		$1.65M Sell
48,267
-1,525
-3% -$52K 0.3% 75
2021
Q2 		$1.66M Sell
49,792
-4,333
-8% -$150K 0.4% 52
2021
Q1 		$1.83M Sell
54,125
-901
-2% -$30.8K 0.47% 42
2020
Q4 		$2M Buy
55,026
+687
+1% +$24.6K 0.89% 21
2020
Q3 		$1.96M Sell
54,339
-1,964
-3% -$71.7K 0.96% 20
2020
Q2 		$2.1M Buy
+56,303
New +$1.84M 0.8% 28

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Intrua Financial's IAU Position: Q2 2026 in Review

Intrua Financial sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 9,712 shares — an estimated $856K sold.

Intrua Financial first reported a position in IAU in Q2 2020 and held it in 24 quarters. The position peaked at $2.1M in Q2 2020. 732 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Intrua Financial reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Intrua Financial sold 9,712 iShares Gold Trust shares in Q2 2026, an estimated $856K.
  • Intrua Financial first reported a position in iShares Gold Trust in Q2 2020 and held it in 24 quarters.
  • Intrua Financial's iShares Gold Trust position peaked at $2.1M in Q2 2020.
  • 732 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.