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

Mosley 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 		$3.53M Buy
46,711
+9,809
+27% +$833K 1.12% 23
2026
Q1 		$2.69M Sell
36,902
-124
-0.3% -$11.4K 1.22% 18
2025
Q4 		$2.82M Buy
+37,026
New +$2.9M 1.29% 18
2024
Q4 		$1.86M Buy
35,725
+2,031
+6% +$102K 1.15% 21
2024
Q3 		$1.73M Buy
33,694
+1,933
+6% +$90.5K 1.18% 19
2024
Q2 		$1.4M Buy
31,761
+829
+3% +$36.6K 1.19% 19
2024
Q1 		$1.3M Buy
30,932
+1,028
+3% +$40.3K 1.22% 18
2023
Q4 		$1.17M Buy
+29,904
New +$1.12M 1.15% 19

Other funds holding IAU

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

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

Mosley Wealth Management increased its iShares Gold Trust (IAU) stake by 27% in Q2 2026, buying an estimated $833K and bringing the position to 46,711 shares worth $3.53M. The position accounts for 1.12% of the portfolio, ranked #23.

Mosley Wealth Management first reported a position in IAU in Q4 2023 and has held it in 8 quarters since. 1,265 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Mosley Wealth Management held 46,711 shares of iShares Gold Trust worth $3.53M as of Q2 2026.
  • Mosley Wealth Management bought 9,809 iShares Gold Trust shares in Q2 2026, an estimated $833K.
  • iShares Gold Trust made up 1.12% of Mosley Wealth Management's portfolio in Q2 2026, its #23 holding.
  • Mosley Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 8 quarters since.
  • 1,265 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.