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PUREfi Wealth’s iShares Gold Trust IAU Stock Holding History

PUREfi Wealth’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 		$242K Buy
3,203
+244
+8% +$20.7K 0.13% 184
2026
Q1 		$261K Sell
2,959
-5,902
-67% -$541K 0.17% 157
2025
Q4 		$719K Buy
8,861
+141
+2% +$11K 0.55% 48
2025
Q3 		$635K Buy
8,720
+1,674
+24% +$109K 0.49% 58
2025
Q2 		$439K Buy
7,046
+3,215
+84% +$199K 0.35% 76
2025
Q1 		$226K Buy
+3,831
New +$207K 0.23% 119

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

PUREfi Wealth's IAU Position: Q2 2026 in Review

PUREfi Wealth increased its iShares Gold Trust (IAU) stake by 8.2% in Q2 2026, buying an estimated $20.7K and bringing the position to 3,203 shares worth $242K. The position accounts for 0.13% of the portfolio, ranked #184.

PUREfi Wealth first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $719K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • PUREfi Wealth held 3,203 shares of iShares Gold Trust worth $242K as of Q2 2026.
  • PUREfi Wealth bought 244 iShares Gold Trust shares in Q2 2026, an estimated $20.7K.
  • iShares Gold Trust made up 0.13% of PUREfi Wealth's portfolio in Q2 2026, its #184 holding.
  • PUREfi Wealth first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's iShares Gold Trust position peaked at $719K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on PUREfi Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.