Kiley Juergens Wealth Management’s iShares Gold Trust IAU Stock Holding History

Kiley Juergens 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	$364K	Buy	4,824 +98	+2%	+$8.32K	0.06%	179
2026 Q1	$417K	Buy	+4,726	New	+$434K	0.07%	150
2018 Q4	–	Sell	-31	Closed	–	–	306
2018 Q3	$0	Hold	31	–	–	﹤0.01%	697
2018 Q2	$0	Buy	+31	New	+$777	﹤0.01%	634
2018 Q1	–	Sell	-31	Closed	–	–	313
2017 Q4	$0	Buy	+31	New	+$761	﹤0.01%	686

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kiley Juergens Wealth Management's IAU Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its iShares Gold Trust (IAU) stake by 2.1% in Q2 2026, buying an estimated $8.32K and bringing the position to 4,824 shares worth $364K. The position accounts for 0.06% of the portfolio, ranked #179.

Kiley Juergens Wealth Management first reported a position in IAU in Q4 2017 and has held it in 5 quarters since. The position peaked at $417K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Kiley Juergens Wealth Management held 4,824 shares of iShares Gold Trust worth $364K as of Q2 2026.
Kiley Juergens Wealth Management bought 98 iShares Gold Trust shares in Q2 2026, an estimated $8.32K.
iShares Gold Trust made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #179 holding.
Kiley Juergens Wealth Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's iShares Gold Trust position peaked at $417K in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.