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

Outlook 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 		$1.84M Buy
24,358
+213
+0.9% +$18.1K 0.4% 57
2026
Q1 		$2.13M Buy
24,145
+99
+0.4% +$9.08K 0.52% 41
2025
Q4 		$1.95M Buy
24,046
+7,876
+49% +$616K 0.44% 46
2025
Q3 		$1.18M Sell
16,170
-530
-3% -$34.6K 0.29% 66
2025
Q2 		$1.04M Sell
16,700
-74
-0.4% -$4.58K 0.27% 73
2025
Q1 		$989K Buy
16,774
+5,841
+53% +$316K 0.28% 71
2024
Q4 		$541K Sell
10,933
-4
-0% -$201 0.16% 125
2024
Q3 		$544K Buy
+10,937
New +$512K 0.16% 124
2022
Q3 		– Sell
-14,091
Closed -$483K – 189
2022
Q2 		$483K Sell
14,091
-847
-6% -$30.1K 0.2% 126
2022
Q1 		$550K Sell
14,938
-1,951
-12% -$69.7K 0.18% 127
2021
Q4 		$588K Sell
16,889
-658
-4% -$22.5K 0.17% 128
2021
Q3 		$586K Sell
17,547
-318
-2% -$10.8K 0.19% 129
2021
Q2 		$602K Sell
17,865
-1,469
-8% -$50.8K 0.19% 133
2021
Q1 		$629K Sell
19,334
-38,103
-66% -$1.3M 0.22% 116
2020
Q4 		$2.08M Sell
57,437
-1,014
-2% -$36.3K 0.76% 31
2020
Q3 		$2.1M Buy
58,451
+8,703
+17% +$318K 0.84% 26
2020
Q2 		$1.69M Buy
49,748
+5,409
+12% +$177K 0.72% 38
2020
Q1 		$1.34M Buy
44,339
+34,986
+374% +$1.06M 0.75% 34
2019
Q4 		$271K Buy
+9,353
New +$265K 0.15% 125

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

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

Outlook Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.88% in Q2 2026, buying an estimated $18.1K and bringing the position to 24,358 shares worth $1.84M. The position accounts for 0.4% of the portfolio, ranked #57.

Outlook Wealth Advisors first reported a position in IAU in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.13M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Outlook Wealth Advisors held 24,358 shares of iShares Gold Trust worth $1.84M as of Q2 2026.
  • Outlook Wealth Advisors bought 213 iShares Gold Trust shares in Q2 2026, an estimated $18.1K.
  • iShares Gold Trust made up 0.4% of Outlook Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • Outlook Wealth Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • Outlook Wealth Advisors's iShares Gold Trust position peaked at $2.13M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.