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

Monograph 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	$1.25M	Sell	16,540 -21	-0.1%	-$1.78K	0.1%	56
2026 Q1	$1.46M	Sell	16,561 -3,897	-19%	-$357K	0.14%	51
2025 Q4	$1.66M	Sell	20,458 -169	-0.8%	-$13.2K	0.16%	47
2025 Q3	$1.5M	Buy	20,627 +14,570	+241%	+$950K	0.15%	48
2025 Q2	$378K	Buy	6,057 +825	+16%	+$51.1K	0.05%	95
2025 Q1	$308K	Hold	5,232	–	–	0.04%	91
2024 Q4	$259K	Hold	5,232	–	–	0.03%	99
2024 Q3	$260K	Hold	5,232	–	–	0.03%	97
2024 Q2	$230K	Hold	5,232	–	–	0.03%	95
2024 Q1	$220K	Buy	+5,232	New	+$205K	0.03%	145
2023 Q1	–	Sell	-8,500	Closed	-$294K	–	90
2022 Q4	$294K	Buy	+8,500	New	+$279K	0.08%	70

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

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

Monograph Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 0.13% in Q2 2026, selling an estimated $1.78K and leaving 16,540 shares worth $1.25M. The position accounts for 0.1% of the portfolio, ranked #56.

Monograph Wealth Advisors first reported a position in IAU in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.66M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Monograph Wealth Advisors held 16,540 shares of iShares Gold Trust worth $1.25M as of Q2 2026.
Monograph Wealth Advisors sold 21 iShares Gold Trust shares in Q2 2026, an estimated $1.78K.
iShares Gold Trust made up 0.1% of Monograph Wealth Advisors's portfolio in Q2 2026, its #56 holding.
Monograph Wealth Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 11 quarters since.
Monograph Wealth Advisors's iShares Gold Trust position peaked at $1.66M in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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