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Red Door Wealth Management’s iShares Gold Trust IAU Stock Holding History

Red Door 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 		$4.81M Buy
63,741
+4,346
+7% +$369K 0.44% 53
2026
Q1 		$5.24M Buy
59,395
+3,414
+6% +$313K 0.54% 48
2025
Q4 		$4.54M Buy
55,981
+3,442
+7% +$269K 0.47% 51
2025
Q3 		$3.82M Buy
52,539
+6,935
+15% +$452K 0.41% 58
2025
Q2 		$2.84M Buy
45,604
+879
+2% +$54.5K 0.34% 63
2025
Q1 		$2.64M Buy
44,725
+6,269
+16% +$339K 0.39% 61
2024
Q4 		$1.9M Buy
38,456
+5,856
+18% +$294K 0.29% 67
2024
Q3 		$1.62M Buy
32,600
+2,292
+8% +$107K 0.27% 70
2024
Q2 		$1.33M Buy
30,308
+5,610
+23% +$248K 0.23% 71
2024
Q1 		$1.04M Sell
24,698
-814
-3% -$31.9K 0.2% 76
2023
Q4 		$996K Sell
25,512
-425
-2% -$15.9K 0.22% 74
2023
Q3 		$908K Sell
25,937
-725
-3% -$26.5K 0.23% 72
2023
Q2 		$970K Buy
26,662
+1,859
+7% +$69.7K 0.22% 80
2023
Q1 		$927K Sell
24,803
-2,095
-8% -$75.2K 0.29% 69
2022
Q4 		$930K Buy
26,898
+75
+0.3% +$2.46K 0.31% 71
2022
Q3 		$845K Sell
26,823
-1,631
-6% -$53.5K 0.32% 69
2022
Q2 		$976K Buy
+28,454
New +$1.01M 0.36% 65
2022
Q1 		– Sell
-61,908
Closed -$2.15M – 148
2021
Q4 		$2.15M Sell
61,908
-3,071
-5% -$105K 0.71% 50
2021
Q3 		$2.17M Sell
64,979
-22,426
-26% -$764K 0.83% 41
2021
Q2 		$2.95M Sell
87,405
-32,301
-27% -$1.12M 1.15% 30
2021
Q1 		$3.89M Buy
119,706
+98,558
+466% +$3.37M 1.98% 13
2020
Q4 		$767K Sell
21,148
-1,821
-8% -$65.2K 0.45% 58
2020
Q3 		$828K Buy
22,969
+16,577
+259% +$605K 0.61% 49
2020
Q2 		$217K Buy
6,392
+3,815
+148% +$125K 0.16% 92
2020
Q1 		$77K Buy
+2,577
New +$77.9K 0.07% 140

Other funds holding IAU

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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Red Door Wealth Management's IAU Position: Q2 2026 in Review

Red Door Wealth Management increased its iShares Gold Trust (IAU) stake by 7.3% in Q2 2026, buying an estimated $369K and bringing the position to 63,741 shares worth $4.81M. The position accounts for 0.44% of the portfolio, ranked #53.

Red Door Wealth Management first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.24M in Q1 2026. 901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Red Door Wealth Management held 63,741 shares of iShares Gold Trust worth $4.81M as of Q2 2026.
  • Red Door Wealth Management bought 4,346 iShares Gold Trust shares in Q2 2026, an estimated $369K.
  • iShares Gold Trust made up 0.44% of Red Door Wealth Management's portfolio in Q2 2026, its #53 holding.
  • Red Door Wealth Management first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • Red Door Wealth Management's iShares Gold Trust position peaked at $5.24M in Q1 2026.
  • 901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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