Net Worth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Net Worth Advisory Group’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	–	Sell	-7,460	Closed	-$658K	–	433
2026 Q1	$658K	Sell	7,460 -2,037	-21%	-$187K	0.14%	161
2025 Q4	$771K	Buy	9,497 +6,679	+237%	+$522K	0.16%	139
2025 Q3	$205K	Sell	2,818 -7,962	-74%	-$519K	0.06%	382
2025 Q2	$672K	Buy	+10,780	New	+$668K	0.15%	144

Other funds holding IAU

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

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Net Worth Advisory Group's IAU Position: Q2 2026 in Review

Net Worth Advisory Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 7,460 shares — an estimated $658K sold.

Net Worth Advisory Group first reported a position in IAU in Q2 2025 and held it in 4 quarters. The position peaked at $771K in Q4 2025. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Net Worth Advisory Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Net Worth Advisory Group sold 7,460 iShares Gold Trust shares in Q2 2026, an estimated $658K.
Net Worth Advisory Group first reported a position in iShares Gold Trust in Q2 2025 and held it in 4 quarters.
Net Worth Advisory Group's iShares Gold Trust position peaked at $771K in Q4 2025.
469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.