N.E.W. Advisory Services’s iShares Gold Trust IAU Stock Holding History

N.E.W. Advisory Services’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	$140K	Buy	1,850 +61	+3%	+$5.18K	0.01%	257
2026 Q1	$158K	Buy	1,789 +270	+18%	+$24.8K	0.01%	236
2025 Q4	$123K	Buy	1,519 +187	+14%	+$14.6K	0.01%	256
2025 Q3	$96.9K	Sell	1,332 -5	-0.4%	-$326	0.01%	250
2025 Q2	$83.4K	Buy	1,337 +88	+7%	+$5.45K	0.01%	261
2025 Q1	$73.6K	Buy	+1,249	New	+$67.6K	0.01%	310
2022 Q2	–	Sell	-12,189	Closed	-$199K	–	137
2022 Q1	$199K	Buy	+12,189	New	+$435K	0.04%	124
2021 Q3	–	Sell	-6,093	Closed	-$205K	–	132
2021 Q2	$205K	Sell	6,093 -2	-0%	-$69	0.03%	129
2021 Q1	$201K	Buy	+6,095	New	+$208K	0.04%	125

Other funds holding IAU

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

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

N.E.W. Advisory Services's IAU Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, buying an estimated $5.18K and bringing the position to 1,850 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #257.

N.E.W. Advisory Services first reported a position in IAU in Q1 2021 and has held it in 9 quarters since. The position peaked at $205K in Q2 2021. 1,450 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

N.E.W. Advisory Services held 1,850 shares of iShares Gold Trust worth $140K as of Q2 2026.
N.E.W. Advisory Services bought 61 iShares Gold Trust shares in Q2 2026, an estimated $5.18K.
iShares Gold Trust made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #257 holding.
N.E.W. Advisory Services first reported a position in iShares Gold Trust in Q1 2021 and has held it in 9 quarters since.
N.E.W. Advisory Services's iShares Gold Trust position peaked at $205K in Q2 2021.
1,450 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.