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Jeppson Wealth Management’s iShares Gold Trust IAU Stock Holding History

Jeppson Wealth Management’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 		$257K Buy
3,404
+34
+1% +$2.89K 0.08% 208
2026
Q1 		$297K Hold
3,370
– – 0.09% 176
2025
Q4 		$274K Hold
3,370
– – 0.09% 178
2025
Q3 		$245K Hold
3,370
– – 0.08% 191
2025
Q2 		$210K Buy
+3,370
New +$209K 0.07% 199
2020
Q4 		– Sell
-1,900
Closed -$68K – 263
2020
Q3 		$68K Buy
+1,900
New +$69.4K 0.05% 196

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

Jeppson Wealth Management's IAU Position: Q2 2026 in Review

Jeppson Wealth Management increased its iShares Gold Trust (IAU) stake by 1% in Q2 2026, buying an estimated $2.89K and bringing the position to 3,404 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #208.

Jeppson Wealth Management first reported a position in IAU in Q3 2020 and has held it in 6 quarters since. The position peaked at $297K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Jeppson Wealth Management held 3,404 shares of iShares Gold Trust worth $257K as of Q2 2026.
  • Jeppson Wealth Management bought 34 iShares Gold Trust shares in Q2 2026, an estimated $2.89K.
  • iShares Gold Trust made up 0.08% of Jeppson Wealth Management's portfolio in Q2 2026, its #208 holding.
  • Jeppson Wealth Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 6 quarters since.
  • Jeppson Wealth Management's iShares Gold Trust position peaked at $297K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.