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

Retirement Wealth 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 		$465K Buy
6,163
+145
+2% +$12.3K 0.26% 47
2026
Q1 		$531K Sell
6,018
-6,727
-53% -$617K 0.33% 46
2025
Q4 		$1.03M Sell
12,745
-1,049
-8% -$82K 0.65% 31
2025
Q3 		$1M Buy
13,794
+5,881
+74% +$384K 0.66% 30
2025
Q2 		$493K Sell
7,913
-2,002
-20% -$124K 0.36% 36
2025
Q1 		$585K Buy
9,915
+6,439
+185% +$348K 0.47% 34
2024
Q4 		$177K Buy
+3,476
New +$175K 0.15% 46

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Retirement Wealth Solutions increased its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 6,163 shares worth $465K. The position accounts for 0.26% of the portfolio, ranked #47.

Retirement Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Retirement Wealth Solutions held 6,163 shares of iShares Gold Trust worth $465K as of Q2 2026.
  • Retirement Wealth Solutions bought 145 iShares Gold Trust shares in Q2 2026, an estimated $12.3K.
  • iShares Gold Trust made up 0.26% of Retirement Wealth Solutions's portfolio in Q2 2026, its #47 holding.
  • Retirement Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Retirement Wealth Solutions's iShares Gold Trust position peaked at $1.03M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.