Investment Advisory Group’s iShares Gold Trust IAU Stock Holding History

Investment Advisory Group’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	$420K	Hold	5,564	–	–	0.09%	134
2026 Q1	$491K	Sell	5,564 -447	-7%	-$41K	0.12%	112
2025 Q4	$488K	Buy	6,011 +818	+16%	+$64K	0.13%	111
2025 Q3	$378K	Hold	5,193	–	–	0.1%	122
2025 Q2	$324K	Hold	5,193	–	–	0.1%	131
2025 Q1	$306K	Hold	5,193	–	–	0.1%	127
2024 Q4	$257K	Hold	5,193	–	–	0.09%	140
2024 Q3	$258K	Hold	5,193	–	–	0.09%	138
2024 Q2	$228K	Hold	5,193	–	–	0.09%	144
2024 Q1	$218K	Hold	5,193	–	–	0.09%	146
2023 Q4	$203K	Buy	+5,193	New	+$194K	0.09%	143

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

Investment Advisory Group's IAU Position: Q2 2026 in Review

Investment Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,564 shares worth $420K. The position accounts for 0.09% of the portfolio, ranked #134.

Investment Advisory Group first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $491K in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Investment Advisory Group held 5,564 shares of iShares Gold Trust worth $420K as of Q2 2026.
Investment Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.09% of Investment Advisory Group's portfolio in Q2 2026, its #134 holding.
Investment Advisory Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Investment Advisory Group's iShares Gold Trust position peaked at $491K in Q1 2026.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.