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Peak Financial Management’s iShares Gold Trust IAU Stock Holding History

Peak Financial 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 		$228K Hold
3,013
– – 0.05% 102
2026
Q1 		$266K Sell
3,013
-223
-7% -$20.5K 0.07% 78
2025
Q4 		$263K Hold
3,236
– – 0.07% 85
2025
Q3 		$235K Sell
3,236
-482
-13% -$31.4K 0.06% 86
2025
Q2 		$232K Hold
3,718
– – 0.07% 87
2025
Q1 		$219K Buy
+3,718
New +$201K 0.07% 85

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Peak Financial Management's IAU Position: Q2 2026 in Review

Peak Financial Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,013 shares worth $228K. The position accounts for 0.05% of the portfolio, ranked #102.

Peak Financial Management first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q1 2026. 1,150 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Peak Financial Management held 3,013 shares of iShares Gold Trust worth $228K as of Q2 2026.
  • Peak Financial Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.05% of Peak Financial Management's portfolio in Q2 2026, its #102 holding.
  • Peak Financial Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Peak Financial Management's iShares Gold Trust position peaked at $266K in Q1 2026.
  • 1,150 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.