LOPW
IAU icon

Live Oak Private Wealth’s iShares Gold Trust IAU Stock Holding History

Live Oak 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 		$253K Sell
3,354
-120
-3% -$10.2K 0.03% 189
2026
Q1 		$306K Sell
3,474
-142
-4% -$13K 0.04% 169
2025
Q4 		$294K Sell
3,616
-157
-4% -$12.3K 0.04% 163
2025
Q3 		$275K Sell
3,773
-15
-0.4% -$979 0.04% 164
2025
Q2 		$236K Sell
3,788
-20
-0.5% -$1.24K 0.04% 172
2025
Q1 		$225K Buy
+3,808
New +$206K 0.04% 170

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

Live Oak Private Wealth's IAU Position: Q2 2026 in Review

Live Oak Private Wealth reduced its iShares Gold Trust (IAU) stake by 3.5% in Q2 2026, selling an estimated $10.2K and leaving 3,354 shares worth $253K. The position accounts for 0.03% of the portfolio, ranked #189.

Live Oak Private Wealth first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $306K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Live Oak Private Wealth held 3,354 shares of iShares Gold Trust worth $253K as of Q2 2026.
  • Live Oak Private Wealth sold 120 iShares Gold Trust shares in Q2 2026, an estimated $10.2K.
  • iShares Gold Trust made up 0.03% of Live Oak Private Wealth's portfolio in Q2 2026, its #189 holding.
  • Live Oak Private Wealth first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Private Wealth's iShares Gold Trust position peaked at $306K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.