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

Koa 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 		$388K Sell
5,139
-1,143
-18% -$97K 0.26% 46
2026
Q1 		$554K Sell
6,282
-1,048
-14% -$96.1K 0.4% 42
2025
Q4 		$595K Buy
7,330
+265
+4% +$20.7K 0.41% 44
2025
Q3 		$514K Buy
7,065
+218
+3% +$14.2K 0.38% 45
2025
Q2 		$427K Sell
6,847
-900
-12% -$55.8K 0.34% 44
2025
Q1 		$457K Buy
7,747
+1,033
+15% +$55.9K 0.37% 41
2024
Q4 		$332K Buy
6,714
+51
+0.8% +$2.56K 0.27% 42
2024
Q3 		$331K Sell
6,663
-200
-3% -$9.36K 0.26% 42
2024
Q2 		$301K Sell
6,863
-250
-4% -$11K 0.25% 44
2024
Q1 		$299K Hold
7,113
– – 0.27% 43
2023
Q4 		$278K Buy
+7,113
New +$266K 0.27% 44

Other funds holding IAU

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Koa Wealth Management reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2026, selling an estimated $97K and leaving 5,139 shares worth $388K. The position accounts for 0.26% of the portfolio, ranked #46.

Koa Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $595K in Q4 2025. 913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Koa Wealth Management held 5,139 shares of iShares Gold Trust worth $388K as of Q2 2026.
  • Koa Wealth Management sold 1,143 iShares Gold Trust shares in Q2 2026, an estimated $97K.
  • iShares Gold Trust made up 0.26% of Koa Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Koa Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Koa Wealth Management's iShares Gold Trust position peaked at $595K in Q4 2025.
  • 913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.