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Lineweaver Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Lineweaver Wealth Advisors’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 		$4.19M Sell
55,546
-36,193
-39% -$3.07M 0.5% 47
2026
Q1 		$8.09M Sell
91,739
-3,200
-3% -$294K 1.09% 21
2025
Q4 		$7.71M Sell
94,939
-195
-0.2% -$15.3K 1.04% 22
2025
Q3 		$6.92M Buy
95,134
+2,442
+3% +$159K 1.01% 24
2025
Q2 		$5.78M Buy
92,692
+6,465
+7% +$401K 0.91% 28
2025
Q1 		$5.08M Buy
86,227
+42,718
+98% +$2.31M 0.87% 26
2024
Q4 		$2.15M Buy
+43,509
New +$2.19M 0.4% 52

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

Lineweaver Wealth Advisors's IAU Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 39% in Q2 2026, selling an estimated $3.07M and leaving 55,546 shares worth $4.19M. The position accounts for 0.5% of the portfolio, ranked #47.

Lineweaver Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.09M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lineweaver Wealth Advisors held 55,546 shares of iShares Gold Trust worth $4.19M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 36,193 iShares Gold Trust shares in Q2 2026, an estimated $3.07M.
  • iShares Gold Trust made up 0.5% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • Lineweaver Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Lineweaver Wealth Advisors's iShares Gold Trust position peaked at $8.09M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.