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

Modern 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	$26.1M	Buy	345,528 +64,780	+23%	+$5.5M	0.31%	79
2026 Q1	$25.2M	Sell	280,748 -9,815	-3%	-$900K	0.43%	59
2025 Q4	$23.6M	Buy	290,563 +76,260	+36%	+$5.96M	0.43%	61
2025 Q3	$15.6M	Buy	214,303 +45,091	+27%	+$2.94M	0.31%	84
2025 Q2	$10.6M	Sell	169,212 -4,839	-3%	-$300K	0.26%	93
2025 Q1	$10.3M	Buy	174,051 +22,021	+14%	+$1.19M	0.33%	74
2024 Q4	$7.53M	Buy	152,030 +25,147	+20%	+$1.26M	0.28%	81
2024 Q3	$6.31M	Buy	126,883 +921	+0.7%	+$43.1K	0.39%	50
2024 Q2	$5.53M	Buy	125,962 +803	+0.6%	+$35.5K	0.41%	43
2024 Q1	$5.26M	Buy	+125,159	New	+$4.91M	0.49%	31

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Modern Wealth Management increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $5.5M and bringing the position to 345,528 shares worth $26.1M. The position accounts for 0.31% of the portfolio, ranked #79.

Modern Wealth Management first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Modern Wealth Management held 345,528 shares of iShares Gold Trust worth $26.1M as of Q2 2026.
Modern Wealth Management bought 64,780 iShares Gold Trust shares in Q2 2026, an estimated $5.5M.
iShares Gold Trust made up 0.31% of Modern Wealth Management's portfolio in Q2 2026, its #79 holding.
Modern Wealth Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.