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Octavia Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Octavia 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 		– Sell
-3,552
Closed -$313K – 240
2026
Q1 		$313K Sell
3,552
-474
-12% -$43.5K 0.03% 179
2025
Q4 		$327K Sell
4,026
-270
-6% -$21.1K 0.03% 178
2025
Q3 		$313K Buy
+4,296
New +$280K 0.03% 191
2025
Q2 		– Sell
-3,932
Closed -$232K – 236
2025
Q1 		$232K Buy
+3,932
New +$213K 0.03% 204

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

Octavia Wealth Advisors's IAU Position: Q2 2026 in Review

Octavia Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,552 shares — an estimated $313K sold.

Octavia Wealth Advisors first reported a position in IAU in Q1 2025 and held it in 4 quarters. The position peaked at $327K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Octavia Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Octavia Wealth Advisors sold 3,552 iShares Gold Trust shares in Q2 2026, an estimated $313K.
  • Octavia Wealth Advisors first reported a position in iShares Gold Trust in Q1 2025 and held it in 4 quarters.
  • Octavia Wealth Advisors's iShares Gold Trust position peaked at $327K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.