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Principia Wealth Advisory’s iShares Gold Trust IAU Stock Holding History

Principia Wealth Advisory’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 		$4.7M Buy
62,189
+13,902
+29% +$1.18M 2.34% 11
2026
Q1 		$4.25M Sell
48,287
-6,383
-12% -$586K 2.41% 12
2025
Q4 		$4.44M Buy
54,670
+6,532
+14% +$511K 2.78% 10
2025
Q3 		$3.5M Sell
48,138
-11,013
-19% -$718K 2.42% 13
2025
Q2 		$3.69M Sell
59,151
-3,711
-6% -$230K 3.12% 11
2025
Q1 		$3.67M Buy
62,862
+262
+0.4% +$14.2K 3.52% 10
2024
Q4 		$3.1M Buy
+62,600
New +$3.15M 2.91% 11

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

Principia Wealth Advisory's IAU Position: Q2 2026 in Review

Principia Wealth Advisory increased its iShares Gold Trust (IAU) stake by 29% in Q2 2026, buying an estimated $1.18M and bringing the position to 62,189 shares worth $4.7M. The position accounts for 2.34% of the portfolio, ranked #11.

Principia Wealth Advisory first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Principia Wealth Advisory held 62,189 shares of iShares Gold Trust worth $4.7M as of Q2 2026.
  • Principia Wealth Advisory bought 13,902 iShares Gold Trust shares in Q2 2026, an estimated $1.18M.
  • iShares Gold Trust made up 2.34% of Principia Wealth Advisory's portfolio in Q2 2026, its #11 holding.
  • Principia Wealth Advisory first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.