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

Moulton 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	$456K	Sell	5,955 -51	-0.8%	-$4.33K	0.3%	59
2026 Q1	$529K	Buy	+6,006	New	+$551K	0.36%	44
2025 Q4	–	Sell	-18,759	Closed	-$1.37M	–	45
2025 Q3	$1.37M	Sell	18,759 -1,293	-6%	-$84.3K	0.99%	29
2025 Q2	$1.26M	Sell	20,052 -60,172	-75%	-$3.73M	0.95%	27
2025 Q1	$4.73M	Sell	80,224 -1,477	-2%	-$79.9K	3.61%	8
2024 Q4	$4.05M	Sell	81,701 -3,270	-4%	-$164K	3.11%	8
2024 Q3	$4.26M	Sell	84,971 -4,274	-5%	-$200K	3.55%	6
2024 Q2	$4M	Sell	89,245 -1,907	-2%	-$84.3K	3.63%	7
2024 Q1	$3.83M	Sell	91,152 -642	-0.7%	-$25.2K	4.02%	6
2023 Q4	$3.52M	Buy	91,794 +35,610	+63%	+$1.33M	4.53%	6
2023 Q3	$1.99M	Sell	56,184 -14,489	-21%	-$529K	2.93%	5
2023 Q2	$2.57M	Buy	+70,673	New	+$2.65M	4.55%	4
2022 Q3	–	Sell	-158,777	Closed	-$5.8M	–	13
2022 Q2	$5.8M	Hold	158,777	–	–	6.04%	5
2022 Q1	$5.8M	Buy	158,777 +18,665	+13%	+$667K	6.04%	5
2021 Q4	$4.84M	Sell	140,112 -58,362	-29%	-$1.99M	3.54%	10
2021 Q3	$6.65M	Sell	198,474 -137,402	-41%	-$4.68M	4.96%	6
2021 Q2	$11.3M	Buy	+335,876	New	+$11.6M	8.27%	2
2021 Q1	–	Sell	-233,183	Closed	-$8.2M	–	36
2020 Q4	$8.2M	Sell	233,183 -18,441	-7%	-$660K	6.6%	4
2020 Q3	$9.24M	Buy	251,624 +137,314	+120%	+$5.01M	10.12%	5
2020 Q2	$3.88M	Buy	114,310 +1,432	+1%	+$46.9K	4.89%	8
2020 Q1	$3.63M	Sell	112,878 -136,153	-55%	-$4.12M	5.94%	6
2019 Q4	$7.38M	Buy	+249,031	New	+$7.06M	6.1%	5

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Moulton Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.85% in Q2 2026, selling an estimated $4.33K and leaving 5,955 shares worth $456K. The position accounts for 0.3% of the portfolio, ranked #59.

Moulton Wealth Management first reported a position in IAU in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.3M in Q2 2021. 591 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Moulton Wealth Management held 5,955 shares of iShares Gold Trust worth $456K as of Q2 2026.
Moulton Wealth Management sold 51 iShares Gold Trust shares in Q2 2026, an estimated $4.33K.
iShares Gold Trust made up 0.3% of Moulton Wealth Management's portfolio in Q2 2026, its #59 holding.
Moulton Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 22 quarters since.
Moulton Wealth Management's iShares Gold Trust position peaked at $11.3M in Q2 2021.
591 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.