New England Private Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

New England Private Wealth 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	$2.57M	Hold	33,681	–	–	0.25%	78
2026 Q1	$2.97M	Hold	33,681	–	–	0.34%	63
2025 Q4	$2.73M	Hold	33,681	–	–	0.34%	63
2025 Q3	$2.45M	Hold	33,681	–	–	0.32%	63
2025 Q2	$2.08M	Hold	33,681	–	–	0.3%	58
2025 Q1	$1.99M	Buy	33,681 +1,426	+4%	+$77.1K	0.31%	57
2024 Q4	$1.6M	Buy	32,255 +2,500	+8%	+$126K	0.25%	66
2024 Q3	$1.48M	Hold	29,755	–	–	0.24%	67
2024 Q2	$1.31M	Buy	29,755 +4,464	+18%	+$197K	0.23%	70
2024 Q1	$1.06M	Buy	+25,291	New	+$991K	0.19%	75

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

New England Private Wealth Advisors's IAU Position: Q2 2026 in Review

New England Private Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 33,681 shares worth $2.57M. The position accounts for 0.25% of the portfolio, ranked #78.

New England Private Wealth Advisors first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.97M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

New England Private Wealth Advisors held 33,681 shares of iShares Gold Trust worth $2.57M as of Q2 2026.
New England Private Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.25% of New England Private Wealth Advisors's portfolio in Q2 2026, its #78 holding.
New England Private Wealth Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
New England Private Wealth Advisors's iShares Gold Trust position peaked at $2.97M in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.