Retirement Income Solutions’s iShares Gold Trust IAU Stock Holding History

Retirement Income Solutions’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	$633K	Hold	7,179	–	–	0.11%	71
2026 Q1	$633K	Buy	7,179 +4,007	+126%	+$368K	0.11%	72
2025 Q4	$257K	Hold	3,172	–	–	0.04%	142
2025 Q3	$231K	Buy	+3,172	New	+$207K	0.04%	151
2021 Q3	–	Sell	-6,889	Closed	-$232K	–	100
2021 Q2	$232K	Sell	6,889 -1	-0%	-$35	0.08%	91
2021 Q1	$224K	Hold	6,890	–	–	0.08%	90
2020 Q4	$250K	Hold	6,890	–	–	0.09%	81
2020 Q3	$248K	Hold	6,890	–	–	0.11%	73
2020 Q2	$234K	Hold	6,890	–	–	0.1%	75
2020 Q1	$208K	Hold	6,890	–	–	0.12%	68
2019 Q4	$200K	Hold	6,890	–	–	0.08%	75
2019 Q3	$194K	Hold	6,890	–	–	0.1%	70
2019 Q2	$186K	Hold	6,890	–	–	0.1%	65
2019 Q1	$171K	Sell	6,890 -908	-12%	-$22.7K	0.1%	67
2018 Q4	$192K	Buy	+7,798	New	+$184K	0.12%	60

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Retirement Income Solutions's IAU Position: Q2 2026 in Review

Retirement Income Solutions held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,179 shares worth $633K. The position accounts for 0.11% of the portfolio, ranked #71.

Retirement Income Solutions first reported a position in IAU in Q4 2018 and has held it in 15 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Retirement Income Solutions held 7,179 shares of iShares Gold Trust worth $633K as of Q2 2026.
Retirement Income Solutions left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.11% of Retirement Income Solutions's portfolio in Q2 2026, its #71 holding.
Retirement Income Solutions first reported a position in iShares Gold Trust in Q4 2018 and has held it in 15 quarters since.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.