Riverbend Wealth Management’s iShares Gold Trust IAU Stock Holding History

Riverbend 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	$999K	Buy	13,224 +1,108	+9%	+$94.1K	0.5%	54
2026 Q1	$1.07M	Buy	12,116 +50	+0.4%	+$4.59K	0.61%	45
2025 Q4	$979K	Buy	12,066 +4,678	+63%	+$366K	0.61%	46
2025 Q3	$538K	Buy	7,388 +60	+0.8%	+$3.91K	0.38%	73
2025 Q2	$457K	Buy	7,328 +41	+0.6%	+$2.54K	0.35%	82
2025 Q1	$430K	Buy	7,287 +3	+0%	+$162	0.38%	75
2024 Q4	$361K	Buy	+7,284	New	+$366K	0.32%	81

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

Riverbend Wealth Management's IAU Position: Q2 2026 in Review

Riverbend Wealth Management increased its iShares Gold Trust (IAU) stake by 9.1% in Q2 2026, buying an estimated $94.1K and bringing the position to 13,224 shares worth $999K. The position accounts for 0.5% of the portfolio, ranked #54.

Riverbend Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.07M in Q1 2026. 967 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Riverbend Wealth Management held 13,224 shares of iShares Gold Trust worth $999K as of Q2 2026.
Riverbend Wealth Management bought 1,108 iShares Gold Trust shares in Q2 2026, an estimated $94.1K.
iShares Gold Trust made up 0.5% of Riverbend Wealth Management's portfolio in Q2 2026, its #54 holding.
Riverbend Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Riverbend Wealth Management's iShares Gold Trust position peaked at $1.07M in Q1 2026.
967 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.