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

Investment Research & 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 		$3.17K Buy
+42
New +$3.56K ﹤0.01% 275
2023
Q3 		– Sell
-229
Closed -$8.33K – 224
2023
Q2 		$8.33K Buy
+229
New +$8.59K ﹤0.01% 165
2020
Q4 		– Sell
-28
Closed -$1K – 151
2020
Q3 		$1K Buy
+28
New +$1.02K ﹤0.01% 146

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Investment Research & Advisory Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 42 shares worth $3.17K. The stake represents ﹤0.01% of the portfolio and ranks #275 among its holdings. This is a return to the name: Investment Research & Advisory Group previously reported a position in IAU as recently as Q2 2023.

Investment Research & Advisory Group first reported a position in IAU in Q3 2020 and has held it in 3 quarters since. The position peaked at $8.33K in Q2 2023. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Investment Research & Advisory Group held 42 shares of iShares Gold Trust worth $3.17K as of Q2 2026.
  • iShares Gold Trust was a new Investment Research & Advisory Group position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #275 holding.
  • Investment Research & Advisory Group first reported a position in iShares Gold Trust in Q3 2020 and has held it in 3 quarters since.
  • Investment Research & Advisory Group's iShares Gold Trust position peaked at $8.33K in Q2 2023.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.