One Charles Private Wealth Services’s iShares Gold Trust IAU Stock Holding History

One Charles Private Wealth 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	$398K	Hold	5,269	–	–	0.09%	114
2026 Q1	$465K	Hold	5,269	–	–	0.12%	94
2025 Q4	$428K	Hold	5,269	–	–	0.11%	101
2025 Q3	$383K	Hold	5,269	–	–	0.1%	103
2025 Q2	$329K	Hold	5,269	–	–	0.09%	108
2025 Q1	$311K	Buy	5,269 +540	+11%	+$29.2K	0.1%	107
2024 Q4	$234K	Hold	4,729	–	–	0.08%	132
2024 Q3	$235K	Hold	4,729	–	–	0.09%	135
2024 Q2	$208K	Buy	+4,729	New	+$209K	0.09%	140
2020 Q4	–	Sell	-177,450	Closed	-$6.38M	–	39
2020 Q3	$6.38M	Buy	177,450 +34,154	+24%	+$1.25M	3.93%	11
2020 Q2	$4.87M	Buy	+143,296	New	+$4.7M	2.52%	12

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

One Charles Private Wealth Services's IAU Position: Q2 2026 in Review

One Charles Private Wealth Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,269 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #114.

One Charles Private Wealth Services first reported a position in IAU in Q2 2020 and has held it in 11 quarters since. The position peaked at $6.38M in Q3 2020. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

One Charles Private Wealth Services held 5,269 shares of iShares Gold Trust worth $398K as of Q2 2026.
One Charles Private Wealth Services left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.09% of One Charles Private Wealth Services's portfolio in Q2 2026, its #114 holding.
One Charles Private Wealth Services first reported a position in iShares Gold Trust in Q2 2020 and has held it in 11 quarters since.
One Charles Private Wealth Services's iShares Gold Trust position peaked at $6.38M in Q3 2020.
348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.