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Networth Advisors’s iShares Gold Trust IAU Stock Holding History

Networth Advisors’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 		$3.85K Hold
51
– – ﹤0.01% 253
2026
Q1 		$4.5K Hold
51
– – ﹤0.01% 253
2025
Q4 		$4.14K Buy
+51
New +$3.99K ﹤0.01% 208

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Networth Advisors's IAU Position: Q2 2026 in Review

Networth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 51 shares worth $3.85K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Networth Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.5K in Q1 2026. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Networth Advisors held 51 shares of iShares Gold Trust worth $3.85K as of Q2 2026.
  • Networth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #253 holding.
  • Networth Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares Gold Trust position peaked at $4.5K in Q1 2026.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.