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

Journey 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 		$523K Sell
6,927
-308
-4% -$26.1K 0.04% 198
2026
Q1 		$638K Sell
7,235
-41
-0.6% -$3.76K 0.05% 174
2025
Q4 		$591K Sell
7,276
-200
-3% -$15.6K 0.05% 181
2025
Q3 		$544K Buy
7,476
+216
+3% +$14.1K 0.04% 185
2025
Q2 		$453K Sell
7,260
-340
-4% -$21.1K 0.04% 206
2025
Q1 		$448K Sell
7,600
-360
-5% -$19.5K 0.04% 200
2024
Q4 		$350K Hold
7,960
– – 0.04% 181
2024
Q3 		$350K Hold
7,960
– – 0.04% 181
2024
Q2 		$350K Buy
7,960
+200
+3% +$8.84K 0.04% 181
2024
Q1 		$326K Hold
7,760
– – 0.04% 191
2023
Q4 		$303K Hold
7,760
– – 0.04% 175
2023
Q3 		$272K Buy
7,760
+300
+4% +$10.9K 0.04% 184
2023
Q2 		$271K Hold
7,460
– – 0.04% 190
2023
Q1 		$279K Buy
7,460
+500
+7% +$17.9K 0.04% 194
2022
Q4 		$241K Sell
6,960
-250
-3% -$8.21K 0.06% 204
2022
Q3 		$227K Sell
7,210
-157
-2% -$5.14K 0.06% 217
2022
Q2 		$248K Buy
7,367
+1,950
+36% +$69.4K 0.06% 219
2022
Q1 		$200K Buy
+5,417
New +$194K 0.05% 216

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Journey Advisory Group reduced its iShares Gold Trust (IAU) stake by 4.3% in Q2 2026, selling an estimated $26.1K and leaving 6,927 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #198.

Journey Advisory Group first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $638K in Q1 2026. 1,485 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Journey Advisory Group held 6,927 shares of iShares Gold Trust worth $523K as of Q2 2026.
  • Journey Advisory Group sold 308 iShares Gold Trust shares in Q2 2026, an estimated $26.1K.
  • iShares Gold Trust made up 0.04% of Journey Advisory Group's portfolio in Q2 2026, its #198 holding.
  • Journey Advisory Group first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • Journey Advisory Group's iShares Gold Trust position peaked at $638K in Q1 2026.
  • 1,485 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.