Raffa Wealth Management’s iShares Gold Trust IAU Stock Holding History

Raffa Wealth 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	$124K	Hold	1,646	–	–	0.02%	115
2026 Q1	$145K	Sell	1,646 -830	-34%	-$76.1K	0.02%	102
2025 Q4	$201K	Hold	2,476	–	–	0.03%	89
2025 Q3	$180K	Hold	2,476	–	–	0.03%	88
2025 Q2	$154K	Buy	+2,476	New	+$153K	0.03%	98
2018 Q2	–	Sell	-1,955	Closed	-$49.8K	–	729
2018 Q1	$49.8K	Hold	1,955	–	–	0.02%	122
2017 Q4	$48.9K	Hold	1,955	–	–	0.02%	127
2017 Q3	$48.1K	Hold	1,955	–	–	0.02%	132
2017 Q2	$46.7K	Hold	1,955	–	–	0.02%	128
2017 Q1	$46.9K	Hold	1,955	–	–	0.02%	101
2016 Q4	$43.3K	Hold	1,955	–	–	0.02%	104
2016 Q3	$49.6K	Buy	1,955 +978	+100%	+$25.2K	0.03%	86
2016 Q2	$24.9K	Hold	977	–	–	0.01%	124
2016 Q1	$23.2K	Hold	977	–	–	0.01%	136
2015 Q4	$20K	Buy	+977	New	+$20.8K	0.01%	136

Other funds holding IAU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Raffa Wealth Management's IAU Position: Q2 2026 in Review

Raffa Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,646 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #115.

Raffa Wealth Management first reported a position in IAU in Q4 2015 and has held it in 15 quarters since. The position peaked at $201K in Q4 2025. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Raffa Wealth Management held 1,646 shares of iShares Gold Trust worth $124K as of Q2 2026.
Raffa Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Raffa Wealth Management's portfolio in Q2 2026, its #115 holding.
Raffa Wealth Management first reported a position in iShares Gold Trust in Q4 2015 and has held it in 15 quarters since.
Raffa Wealth Management's iShares Gold Trust position peaked at $201K in Q4 2025.
1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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