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Oak Barrel Wealth Advisory’s iShares Gold Trust IAU Stock Holding History

Oak Barrel Wealth Advisory’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 		$278K Buy
+3,686
New +$313K 0.12% 74
2025
Q4 		$299K Buy
+3,686
New +$288K 0.18% 64

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

Oak Barrel Wealth Advisory's IAU Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,686 shares worth $278K. The stake represents 0.12% of the portfolio and ranks #74 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in IAU as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. The position peaked at $299K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Oak Barrel Wealth Advisory held 3,686 shares of iShares Gold Trust worth $278K as of Q2 2026.
  • iShares Gold Trust was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • iShares Gold Trust made up 0.12% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #74 holding.
  • Oak Barrel Wealth Advisory first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's iShares Gold Trust position peaked at $299K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.