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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

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

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. 1,913 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.
  • 1,913 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.