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One Wealth Capital Management’s iShares Gold Trust IAU Stock Holding History

One Wealth Capital Management’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 		$1.21M Buy
16,043
+4,857
+43% +$412K 0.34% 47
2026
Q1 		$967K Sell
11,186
-20,368
-65% -$1.87M 0.42% 40
2025
Q4 		$2.56M Sell
31,554
-1,109
-3% -$86.7K 1.09% 21
2025
Q3 		$2.38M Buy
32,663
+12,133
+59% +$792K 1.07% 21
2025
Q2 		$1.28M Sell
20,530
-7,732
-27% -$479K 0.6% 32
2025
Q1 		$1.67M Buy
28,262
+15,865
+128% +$858K 0.89% 24
2024
Q4 		$614K Buy
+12,397
New +$623K 0.31% 50

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

One Wealth Capital Management's IAU Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares Gold Trust (IAU) stake by 43% in Q2 2026, buying an estimated $412K and bringing the position to 16,043 shares worth $1.21M. The position accounts for 0.34% of the portfolio, ranked #47.

One Wealth Capital Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.56M in Q4 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • One Wealth Capital Management held 16,043 shares of iShares Gold Trust worth $1.21M as of Q2 2026.
  • One Wealth Capital Management bought 4,857 iShares Gold Trust shares in Q2 2026, an estimated $412K.
  • iShares Gold Trust made up 0.34% of One Wealth Capital Management's portfolio in Q2 2026, its #47 holding.
  • One Wealth Capital Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • One Wealth Capital Management's iShares Gold Trust position peaked at $2.56M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.