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Regent Peak Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Regent Peak Wealth Advisors’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 		$521K Buy
6,898
+831
+14% +$70.5K 0.1% 94
2026
Q1 		$535K Buy
6,067
+1,868
+44% +$171K 0.11% 83
2025
Q4 		$341K Buy
+4,199
New +$328K 0.07% 127
2022
Q3 		– Sell
-5,896
Closed -$202K – 153
2022
Q2 		$202K Buy
+5,896
New +$210K 0.07% 153
2022
Q1 		– Sell
-8,449
Closed -$294K – 167
2021
Q4 		$294K Sell
8,449
-255,396
-97% -$8.73M 0.08% 131
2021
Q3 		$8.81M Buy
263,845
+1,895
+0.7% +$64.6K 2.52% 9
2021
Q2 		$9.05M Buy
261,950
+31,048
+13% +$1.07M 2.53% 9
2021
Q1 		$7.51M Buy
230,902
+69,454
+43% +$2.37M 2.47% 10
2020
Q4 		$5.85M Buy
161,448
+2,267
+1% +$81.1K 1.95% 11
2020
Q3 		$5.73M Buy
159,181
+22,730
+17% +$830K 2.44% 11
2020
Q2 		$4.64M Buy
136,451
+7,549
+6% +$247K 2.1% 12
2020
Q1 		$3.88M Buy
+128,902
New +$3.9M 2.16% 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

Regent Peak Wealth Advisors's IAU Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its iShares Gold Trust (IAU) stake by 14% in Q2 2026, buying an estimated $70.5K and bringing the position to 6,898 shares worth $521K. The position accounts for 0.1% of the portfolio, ranked #94.

Regent Peak Wealth Advisors first reported a position in IAU in Q1 2020 and has held it in 12 quarters since. The position peaked at $9.05M in Q2 2021. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Regent Peak Wealth Advisors held 6,898 shares of iShares Gold Trust worth $521K as of Q2 2026.
  • Regent Peak Wealth Advisors bought 831 iShares Gold Trust shares in Q2 2026, an estimated $70.5K.
  • iShares Gold Trust made up 0.1% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #94 holding.
  • Regent Peak Wealth Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 12 quarters since.
  • Regent Peak Wealth Advisors's iShares Gold Trust position peaked at $9.05M in Q2 2021.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.