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Reyes Financial Architecture’s iShares Gold Trust IAU Stock Holding History

Reyes Financial Architecture’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 		$199K Sell
2,631
-337
-11% -$28.6K 0.11% 75
2026
Q1 		$262K Sell
2,968
-480
-14% -$44K 0.21% 64
2025
Q4 		$280K Hold
3,448
– – 0.17% 62
2025
Q3 		$251K Hold
3,448
– – 0.17% 70
2025
Q2 		$215K Sell
3,448
-479
-12% -$29.7K 0.19% 71
2025
Q1 		$232K Hold
3,927
– – 0.17% 71
2024
Q4 		$194K Buy
+3,927
New +$197K 0.15% 71

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Reyes Financial Architecture's IAU Position: Q2 2026 in Review

Reyes Financial Architecture reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $28.6K and leaving 2,631 shares worth $199K. The position accounts for 0.11% of the portfolio, ranked #75.

Reyes Financial Architecture first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2025. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Reyes Financial Architecture held 2,631 shares of iShares Gold Trust worth $199K as of Q2 2026.
  • Reyes Financial Architecture sold 337 iShares Gold Trust shares in Q2 2026, an estimated $28.6K.
  • iShares Gold Trust made up 0.11% of Reyes Financial Architecture's portfolio in Q2 2026, its #75 holding.
  • Reyes Financial Architecture first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's iShares Gold Trust position peaked at $280K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.