JWM
IAU icon

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

JPL 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 		$792K Buy
10,486
+6,977
+199% +$592K 0.16% 84
2026
Q1 		$309K Buy
+3,509
New +$322K 0.07% 104

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

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

JPL Wealth Management increased its iShares Gold Trust (IAU) stake by 199% in Q2 2026, buying an estimated $592K and bringing the position to 10,486 shares worth $792K. The position accounts for 0.16% of the portfolio, ranked #84.

JPL Wealth Management first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • JPL Wealth Management held 10,486 shares of iShares Gold Trust worth $792K as of Q2 2026.
  • JPL Wealth Management bought 6,977 iShares Gold Trust shares in Q2 2026, an estimated $592K.
  • iShares Gold Trust made up 0.16% of JPL Wealth Management's portfolio in Q2 2026, its #84 holding.
  • JPL Wealth Management first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.