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

Liberty 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 		$4.33M Hold
49,100
– – 0.54% 51
2026
Q1 		$4.33M Sell
49,100
-12,400
-20% -$1.14M 0.54% 51
2025
Q4 		$4.99M Sell
61,500
-1,458
-2% -$114K 0.64% 39
2025
Q3 		$4.58M Buy
62,958
+68
+0.1% +$4.44K 0.65% 40
2025
Q2 		$3.92M Buy
+62,890
New +$3.9M 0.61% 41
2025
Q1 		– Sell
-37,445
Closed -$1.85M – 171
2024
Q4 		$1.85M Buy
37,445
+30,999
+481% +$1.56M 0.31% 59
2024
Q3 		$320K Sell
6,446
-103
-2% -$4.82K 0.05% 153
2024
Q2 		$288K Sell
6,549
-375
-5% -$16.6K 0.05% 163
2024
Q1 		$291K Sell
6,924
-3,014
-30% -$118K 0.06% 147
2023
Q4 		$589K Sell
9,938
-32,068
-76% -$1.2M 0.13% 89
2023
Q3 		$1.47M Buy
42,006
+461
+1% +$16.8K 0.37% 48
2023
Q2 		$1.51M Sell
41,545
-11,602
-22% -$435K 0.37% 41
2023
Q1 		$1.97M Buy
+53,147
New +$1.91M 0.41% 51
2022
Q3 		$1.92M Buy
61,039
+1,006
+2% +$33K 0.51% 33
2022
Q2 		$2.06M Sell
60,033
-306
-0.5% -$10.9K 0.84% 28
2022
Q1 		$2.23M Buy
+60,339
New +$2.16M 0.8% 29
2021
Q4 		– Sell
-87,447
Closed -$2.99M – 47
2021
Q3 		$2.93M Sell
87,447
-16,250
-16% -$554K 1.04% 22
2021
Q2 		$3.49M Buy
103,697
+67,055
+183% +$2.32M 1.36% 17
2021
Q1 		$1.3M Hold
36,642
– – 0.63% 27
2020
Q4 		$1.3M Buy
36,642
+13,430
+58% +$481K 0.63% 27
2020
Q3 		$835K Buy
23,212
+682
+3% +$24.9K 0.49% 31
2020
Q2 		$766K Sell
22,530
-3,419
-13% -$112K 0.54% 33
2020
Q1 		$782K Buy
25,949
+2,029
+8% +$61.3K 0.68% 28
2019
Q4 		$694K Buy
23,920
+954
+4% +$27.1K 0.55% 33
2019
Q3 		$648K Sell
22,966
-6,989
-23% -$197K 0.61% 32
2019
Q2 		$809K Buy
29,955
+7,656
+34% +$192K 0.71% 25
2019
Q1 		$552K Buy
22,299
+500
+2% +$12.5K 0.42% 36
2018
Q4 		$535K Buy
+21,799
New +$513K 0.4% 34

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

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

Liberty Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 49,100 shares worth $4.33M. The position accounts for 0.54% of the portfolio, ranked #51.

Liberty Wealth Management first reported a position in IAU in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.99M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Liberty Wealth Management held 49,100 shares of iShares Gold Trust worth $4.33M as of Q2 2026.
  • Liberty Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.54% of Liberty Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Liberty Wealth Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 28 quarters since.
  • Liberty Wealth Management's iShares Gold Trust position peaked at $4.99M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.