Roger Wittlin Investment Advisory’s iShares Gold Trust IAU Stock Holding History

Roger Wittlin Investment Advisory’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	$3.33M	Buy	44,131 +15,537	+54%	+$1.32M	2.62%	9
2026 Q1	$2.52M	Sell	28,594 -7,626	-21%	-$700K	2.06%	13
2025 Q4	$2.94M	Buy	36,220 +1,886	+5%	+$147K	2.06%	13
2025 Q3	$2.5M	Buy	34,334 +25,204	+276%	+$1.64M	1.39%	13
2025 Q2	$569K	Buy	9,130 +4,952	+119%	+$307K	0.32%	29
2025 Q1	$246K	Hold	4,178	–	–	0.14%	40
2024 Q4	$207K	Hold	4,178	–	–	0.12%	42
2024 Q3	$208K	Buy	+4,178	New	+$196K	0.12%	52

Other funds holding IAU

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

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

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

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 Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Roger Wittlin Investment Advisory's IAU Position: Q2 2026 in Review

Roger Wittlin Investment Advisory increased its iShares Gold Trust (IAU) stake by 54% in Q2 2026, buying an estimated $1.32M and bringing the position to 44,131 shares worth $3.33M. The position accounts for 2.62% of the portfolio, ranked #9.

Roger Wittlin Investment Advisory first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Roger Wittlin Investment Advisory held 44,131 shares of iShares Gold Trust worth $3.33M as of Q2 2026.
Roger Wittlin Investment Advisory bought 15,537 iShares Gold Trust shares in Q2 2026, an estimated $1.32M.
iShares Gold Trust made up 2.62% of Roger Wittlin Investment Advisory's portfolio in Q2 2026, its #9 holding.
Roger Wittlin Investment Advisory first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Roger Wittlin Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.