Lake Street Private Wealth’s iShares Gold Trust IAU Stock Holding History

Lake Street Private 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	$518K	Sell	6,861 -152	-2%	-$12.9K	0.06%	175
2026 Q1	$618K	Sell	7,013 -54	-0.8%	-$4.95K	0.08%	148
2025 Q4	$574K	Sell	7,067 -375	-5%	-$29.3K	0.07%	162
2025 Q3	$542K	Sell	7,442 -186	-2%	-$12.1K	0.07%	161
2025 Q2	$476K	Sell	7,628 -52	-0.7%	-$3.22K	0.07%	164
2025 Q1	$453K	Buy	+7,680	New	+$415K	0.07%	160
2024 Q3	–	Sell	-21,530	Closed	-$946K	–	284
2024 Q2	$946K	Buy	21,530 +141	+0.7%	+$6.23K	0.12%	149
2024 Q1	$899K	Hold	21,389	–	–	0.12%	153
2023 Q4	$835K	Sell	21,389 -857	-4%	-$32.1K	0.13%	146
2023 Q3	$786K	Buy	22,246 +92	+0.4%	+$3.36K	0.14%	144
2023 Q2	$806K	Hold	22,154	–	–	0.14%	146
2023 Q1	$828K	Sell	22,154 -17	-0.1%	-$610	0.15%	143
2022 Q4	$767K	Sell	22,171 -679	-3%	-$22.3K	0.16%	144
2022 Q3	$720K	Sell	22,850 -3,423	-13%	-$112K	0.17%	134
2022 Q2	$901K	Sell	26,273 -460	-2%	-$16.4K	0.19%	122
2022 Q1	$985K	Buy	26,733 +206	+0.8%	+$7.36K	0.18%	127
2021 Q4	$923K	Buy	+26,527	New	+$907K	0.16%	139
2021 Q2	–	Sell	-5,877	Closed	-$191K	–	216
2021 Q1	$191K	Buy	+5,877	New	+$201K	0.05%	200

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

Lake Street Private Wealth's IAU Position: Q2 2026 in Review

Lake Street Private Wealth reduced its iShares Gold Trust (IAU) stake by 2.2% in Q2 2026, selling an estimated $12.9K and leaving 6,861 shares worth $518K. The position accounts for 0.06% of the portfolio, ranked #175.

Lake Street Private Wealth first reported a position in IAU in Q1 2021 and has held it in 18 quarters since. The position peaked at $985K in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Lake Street Private Wealth held 6,861 shares of iShares Gold Trust worth $518K as of Q2 2026.
Lake Street Private Wealth sold 152 iShares Gold Trust shares in Q2 2026, an estimated $12.9K.
iShares Gold Trust made up 0.06% of Lake Street Private Wealth's portfolio in Q2 2026, its #175 holding.
Lake Street Private Wealth first reported a position in iShares Gold Trust in Q1 2021 and has held it in 18 quarters since.
Lake Street Private Wealth's iShares Gold Trust position peaked at $985K in Q1 2022.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.