Q1WB
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Quest 10 Wealth Builders’s iShares Gold Trust IAU Stock Holding History

Quest 10 Wealth Builders’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 		$116K Hold
1,540
– – 0.09% 135
2026
Q1 		$136K Sell
1,540
-29
-2% -$2.66K 0.12% 120
2025
Q4 		$127K Hold
1,569
– – 0.11% 121
2025
Q3 		$114K Buy
1,569
+59
+4% +$3.85K 0.11% 120
2025
Q2 		$94.2K Hold
1,510
– – 0.09% 129
2025
Q1 		$89K Hold
1,510
– – 0.1% 124
2024
Q4 		$74.8K Buy
+1,510
New +$75.9K 0.07% 147

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

Quest 10 Wealth Builders's IAU Position: Q2 2026 in Review

Quest 10 Wealth Builders held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,540 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #135.

Quest 10 Wealth Builders first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Quest 10 Wealth Builders held 1,540 shares of iShares Gold Trust worth $116K as of Q2 2026.
  • Quest 10 Wealth Builders left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.09% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #135 holding.
  • Quest 10 Wealth Builders first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Quest 10 Wealth Builders's iShares Gold Trust position peaked at $136K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.