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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

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

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. 1,909 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.
  • 1,909 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.