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Omnia Family Wealth’s iShares Gold Trust IAU Stock Holding History

Omnia Family Wealth’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 		$9.5M Sell
125,816
-791
-0.6% -$67.1K 2.55% 8
2026
Q1 		$11.2M Sell
126,607
-217
-0.2% -$19.9K 3.52% 6
2025
Q4 		$10.3M Sell
126,824
-1,272
-1% -$99.5K 3.04% 7
2025
Q3 		$9.32M Sell
128,096
-1,314
-1% -$85.7K 3.03% 8
2025
Q2 		$8.07M Sell
129,410
-7,331
-5% -$454K 2.92% 8
2025
Q1 		$8.06M Sell
136,741
-50
-0% -$2.71K 3.37% 7
2024
Q4 		$6.77M Hold
136,791
– – 2.8% 7
2024
Q3 		$6.8M Sell
136,791
-410
-0.3% -$19.2K 2.91% 8
2024
Q2 		$6.03M Sell
137,201
-1,326
-1% -$58.6K 2.55% 10
2024
Q1 		$5.82M Sell
138,527
-5,022
-3% -$197K 2.73% 7
2023
Q4 		$5.6M Sell
143,549
-4,787
-3% -$179K 2.87% 11
2023
Q3 		$5.19M Sell
148,336
-29,972
-17% -$1.09M 3.22% 9
2023
Q2 		$6.49M Sell
178,308
-14,308
-7% -$536K 4.41% 5
2023
Q1 		$7.2M Hold
192,616
– – 5.54% 3
2022
Q4 		$6.66M Buy
192,616
+97,093
+102% +$3.19M 5.39% 4
2022
Q3 		$3.01M Hold
95,523
– – 2.48% 8
2022
Q2 		$3.28M Sell
95,523
-1,391
-1% -$49.5K 2.41% 10
2022
Q1 		$3.57M Sell
96,914
-331
-0.3% -$11.8K 2.37% 9
2021
Q4 		$3.38M Buy
97,245
+637
+0.7% +$21.8K 2.06% 11
2021
Q3 		$3.23M Sell
96,608
-28
-0% -$954 2.22% 12
2021
Q2 		$3.26M Sell
96,636
-218
-0.2% -$7.54K 2.08% 13
2021
Q1 		$3.15M Sell
96,854
-590
-0.6% -$20.2K 2.34% 11
2020
Q4 		$3.53M Sell
97,444
-6,167
-6% -$221K 3.22% 8
2020
Q3 		$3.73M Hold
103,611
– – 3.56% 7
2020
Q2 		$3.52M Sell
103,611
-232
-0.2% -$7.6K 3.45% 7
2020
Q1 		$3.13M Buy
103,843
+6,056
+6% +$183K 3.26% 6
2019
Q4 		$2.84M Hold
97,787
– – 1.3% 18
2019
Q3 		$2.76M Buy
97,787
+47
+0% +$1.33K 2.01% 12
2019
Q2 		$2.64M Sell
97,740
-4,134
-4% -$104K 1.33% 16
2019
Q1 		$2.52M Buy
101,874
+200
+0.2% +$5K 1.24% 16
2018
Q4 		$2.5M Sell
101,674
-8,814
-8% -$208K 1.35% 17
2018
Q3 		$2.53M Sell
110,488
-17,469
-14% -$406K 1.16% 13
2018
Q2 		$3.08M Sell
127,957
-6,931
-5% -$174K 1.44% 10
2018
Q1 		$3.43M Buy
134,888
+9,955
+8% +$254K 1.58% 9
2017
Q4 		$3.13M Buy
124,933
+16,723
+15% +$410K 1.43% 10
2017
Q3 		$2.66M Buy
108,210
+4,244
+4% +$104K 1.29% 13
2017
Q2 		$2.48M Buy
103,966
+7,801
+8% +$189K 1.19% 16
2017
Q1 		$2.31M Buy
96,165
+7,011
+8% +$165K 1.12% 16
2016
Q4 		$1.98M Buy
+89,154
New +$2.09M 0.98% 18

Other funds holding IAU

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
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
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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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

Omnia Family Wealth's IAU Position: Q2 2026 in Review

Omnia Family Wealth reduced its iShares Gold Trust (IAU) stake by 0.62% in Q2 2026, selling an estimated $67.1K and leaving 125,816 shares worth $9.5M. The position accounts for 2.55% of the portfolio, ranked #8.

Omnia Family Wealth first reported a position in IAU in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.2M in Q1 2026. 829 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Omnia Family Wealth held 125,816 shares of iShares Gold Trust worth $9.5M as of Q2 2026.
  • Omnia Family Wealth sold 791 iShares Gold Trust shares in Q2 2026, an estimated $67.1K.
  • iShares Gold Trust made up 2.55% of Omnia Family Wealth's portfolio in Q2 2026, its #8 holding.
  • Omnia Family Wealth first reported a position in iShares Gold Trust in Q4 2016 and has held it in 39 quarters since.
  • Omnia Family Wealth's iShares Gold Trust position peaked at $11.2M in Q1 2026.
  • 829 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.