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LVW Advisors’s iShares Gold Trust IAU Stock Holding History

LVW 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 		$764K Hold
10,120
– – 0.07% 162
2026
Q1 		$892K Buy
+10,120
New +$928K 0.09% 128

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LVW Advisors's IAU Position: Q2 2026 in Review

LVW Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 10,120 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #162.

LVW Advisors first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $892K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LVW Advisors held 10,120 shares of iShares Gold Trust worth $764K as of Q2 2026.
  • LVW Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #162 holding.
  • LVW Advisors first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • LVW Advisors's iShares Gold Trust position peaked at $892K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.