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Level Four Advisory Services’s iShares Gold Trust IAU Stock Holding History

Level Four Advisory Services’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 		$4.48M Sell
59,306
-313
-0.5% -$26.6K 0.13% 193
2026
Q1 		$5.26M Sell
59,619
-2,419
-4% -$222K 0.17% 168
2025
Q4 		$5.04M Buy
62,038
+21,868
+54% +$1.71M 0.16% 165
2025
Q3 		$2.92M Buy
40,170
+1,213
+3% +$79.1K 0.1% 227
2025
Q2 		$2.43M Buy
38,957
+28,500
+273% +$1.77M 0.09% 237
2025
Q1 		$617K Buy
10,457
+1,864
+22% +$101K 0.03% 458
2024
Q4 		$425K Sell
8,593
-973
-10% -$48.9K 0.02% 535
2024
Q3 		$496K Sell
9,566
-452
-5% -$21.2K 0.02% 511
2024
Q2 		$440K Sell
10,018
-511
-5% -$22.6K 0.02% 517
2024
Q1 		$411K Hold
10,529
– – 0.02% 527
2023
Q4 		$411K Sell
10,529
-1,168
-10% -$43.7K 0.02% 525
2023
Q3 		$409K Buy
11,697
+388
+3% +$14.2K 0.03% 504
2023
Q2 		$412K Buy
11,309
+5,251
+87% +$197K 0.02% 540
2023
Q1 		$226K Buy
6,058
+27
+0.4% +$969 0.01% 657
2022
Q4 		$209K Sell
6,031
-789
-12% -$25.9K 0.02% 605
2022
Q3 		$215K Buy
6,820
+47
+0.7% +$1.54K 0.02% 488
2022
Q2 		$232K Buy
6,773
+284
+4% +$10.1K 0.02% 493
2022
Q1 		$239K Hold
6,489
– – 0.02% 560
2021
Q4 		$226K Buy
+6,489
New +$222K 0.02% 577
2021
Q2 		– Sell
-5,384
Closed -$175K – 656
2021
Q1 		$175K Buy
5,384
+127
+2% +$4.34K 0.01% 615
2020
Q4 		$191K Sell
5,257
-32
-0.6% -$1.15K 0.02% 570
2020
Q3 		$190K Sell
5,289
-6,324
-54% -$231K 0.01% 520
2020
Q2 		$396K Buy
11,613
+1,345
+13% +$44.1K 0.03% 413
2020
Q1 		$312K Buy
+10,268
New +$310K 0.04% 385
2017
Q4 		– Sell
-6,335
Closed -$156K – 550
2017
Q3 		$156K Sell
6,335
-32,718
-84% -$805K 0.01% 494
2017
Q2 		$945K Sell
39,053
-615
-2% -$14.9K 0.15% 153
2017
Q1 		$960K Buy
39,668
+20,527
+107% +$482K 0.1% 208
2016
Q4 		$424K Buy
+19,141
New +$449K 0.05% 306

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

Level Four Advisory Services's IAU Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares Gold Trust (IAU) stake by 0.53% in Q2 2026, selling an estimated $26.6K and leaving 59,306 shares worth $4.48M. The position accounts for 0.13% of the portfolio, ranked #193.

Level Four Advisory Services first reported a position in IAU in Q4 2016 and has held it in 28 quarters since. The position peaked at $5.26M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Level Four Advisory Services held 59,306 shares of iShares Gold Trust worth $4.48M as of Q2 2026.
  • Level Four Advisory Services sold 313 iShares Gold Trust shares in Q2 2026, an estimated $26.6K.
  • iShares Gold Trust made up 0.13% of Level Four Advisory Services's portfolio in Q2 2026, its #193 holding.
  • Level Four Advisory Services first reported a position in iShares Gold Trust in Q4 2016 and has held it in 28 quarters since.
  • Level Four Advisory Services's iShares Gold Trust position peaked at $5.26M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.