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Oak Harvest Investment Services’s iShares Gold Trust IAU Stock Holding History

Oak Harvest Investment 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 		– Sell
-2,562
Closed -$226K – 183
2026
Q1 		$226K Sell
2,562
-572
-18% -$52.5K 0.02% 157
2025
Q4 		$254K Buy
+3,134
New +$245K 0.03% 153

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Oak Harvest Investment Services's IAU Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,562 shares — an estimated $226K sold.

Oak Harvest Investment Services first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $254K in Q4 2025. 732 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 2,562 iShares Gold Trust shares in Q2 2026, an estimated $226K.
  • Oak Harvest Investment Services first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • Oak Harvest Investment Services's iShares Gold Trust position peaked at $254K in Q4 2025.
  • 732 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.