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

Opal 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
-1,615
Closed -$142K – 385
2026
Q1 		$142K Buy
+1,615
New +$148K 0.03% 242
2025
Q3 		– Sell
-1,418
Closed -$88.4K – 348
2025
Q2 		$88.4K Sell
1,418
-223
-14% -$13.8K 0.02% 291
2025
Q1 		$96.8K Buy
+1,641
New +$88.8K 0.03% 277
2024
Q3 		– Sell
-782
Closed -$34.4K – 639
2024
Q2 		$34.4K Buy
+782
New +$34.6K 0.01% 402

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

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

Opal Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 1,615 shares — an estimated $142K sold.

Opal Wealth Advisors first reported a position in IAU in Q2 2024 and held it in 4 quarters. The position peaked at $142K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 1,615 iShares Gold Trust shares in Q2 2026, an estimated $142K.
  • Opal Wealth Advisors first reported a position in iShares Gold Trust in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares Gold Trust position peaked at $142K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.