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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,909 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.
  • 1,909 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.