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Marshall & Sterling Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Marshall & Sterling 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 		$42.3K Hold
560
– – 0.03% 161
2026
Q1 		$49.4K Hold
560
– – 0.03% 146
2025
Q4 		$45.5K Hold
560
– – 0.03% 149
2025
Q3 		$40.8K Hold
560
– – 0.03% 192
2025
Q2 		$34.9K Hold
560
– – 0.02% 203
2025
Q1 		$33K Hold
560
– – 0.02% 205
2024
Q4 		$27.7K Buy
+560
New +$28.1K 0.02% 172

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

Marshall & Sterling Wealth Advisors's IAU Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 560 shares worth $42.3K. The position accounts for 0.03% of the portfolio, ranked #161.

Marshall & Sterling Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $49.4K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 560 shares of iShares Gold Trust worth $42.3K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #161 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's iShares Gold Trust position peaked at $49.4K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.