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

Physician 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 		$270K Buy
3,582
+1,725
+93% +$146K 0.03% 175
2026
Q1 		$164K Sell
1,857
-6
-0.3% -$550 0.02% 215
2025
Q4 		$151K Buy
1,863
+420
+29% +$32.8K 0.02% 233
2025
Q3 		$105K Buy
1,443
+62
+4% +$4.04K 0.01% 266
2025
Q2 		$86.1K Buy
1,381
+788
+133% +$48.8K 0.01% 282
2025
Q1 		$35K Hold
593
– – 0.01% 387
2024
Q4 		$29.4K Buy
+593
New +$29.8K 0.01% 436

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

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

Physician Wealth Advisors increased its iShares Gold Trust (IAU) stake by 93% in Q2 2026, buying an estimated $146K and bringing the position to 3,582 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #175.

Physician Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Physician Wealth Advisors held 3,582 shares of iShares Gold Trust worth $270K as of Q2 2026.
  • Physician Wealth Advisors bought 1,725 iShares Gold Trust shares in Q2 2026, an estimated $146K.
  • iShares Gold Trust made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • Physician Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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