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Rochester Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Rochester Wealth Strategies’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 		$7.31M Buy
96,854
+13,015
+16% +$1.1M 4.05% 11
2026
Q1 		$7.39M Sell
83,839
-17,697
-17% -$1.62M 4.48% 9
2025
Q4 		$8.24M Sell
101,536
-9,127
-8% -$714K 5.18% 8
2025
Q3 		$8.05M Buy
110,663
+6,386
+6% +$417K 5.27% 8
2025
Q2 		$6.5M Sell
104,277
-5,922
-5% -$367K 4.66% 8
2025
Q1 		$6.5M Buy
+110,199
New +$5.96M 5.16% 9

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

Rochester Wealth Strategies's IAU Position: Q2 2026 in Review

Rochester Wealth Strategies increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $1.1M and bringing the position to 96,854 shares worth $7.31M. The position accounts for 4.05% of the portfolio, ranked #11.

Rochester Wealth Strategies first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.24M in Q4 2025. 574 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Rochester Wealth Strategies held 96,854 shares of iShares Gold Trust worth $7.31M as of Q2 2026.
  • Rochester Wealth Strategies bought 13,015 iShares Gold Trust shares in Q2 2026, an estimated $1.1M.
  • iShares Gold Trust made up 4.05% of Rochester Wealth Strategies's portfolio in Q2 2026, its #11 holding.
  • Rochester Wealth Strategies first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Rochester Wealth Strategies's iShares Gold Trust position peaked at $8.24M in Q4 2025.
  • 574 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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