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Journey Beyond Wealth’s iShares Gold Trust IAU Stock Holding History

Journey Beyond Wealth’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
-2,525
Closed -$223K – 31
2026
Q1 		$223K Hold
2,525
– – 0.19% 28
2025
Q4 		$205K Buy
+2,525
New +$197K 0.16% 31
2025
Q1 		– Sell
-4,759
Closed -$236K – 30
2024
Q4 		$236K Buy
+4,759
New +$239K 0.22% 29

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 Beyond Wealth's IAU Position: Q2 2026 in Review

Journey Beyond Wealth sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,525 shares — an estimated $223K sold.

Journey Beyond Wealth first reported a position in IAU in Q4 2024 and held it in 3 quarters. The position peaked at $236K in Q4 2024. 1,438 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Journey Beyond Wealth reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Journey Beyond Wealth sold 2,525 iShares Gold Trust shares in Q2 2026, an estimated $223K.
  • Journey Beyond Wealth first reported a position in iShares Gold Trust in Q4 2024 and held it in 3 quarters.
  • Journey Beyond Wealth's iShares Gold Trust position peaked at $236K in Q4 2024.
  • 1,438 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Journey Beyond Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.