Sachetta’s iShares Gold Trust IAU Stock Holding History

Sachetta’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	$2.13M	Sell	28,155 -183	-0.6%	-$15.5K	1.03%	20
2026 Q1	$2.5M	Sell	28,338 -30	-0.1%	-$2.75K	1.35%	16
2025 Q4	$2.3M	Sell	28,368 -15,011	-35%	-$1.17M	1.26%	16
2025 Q3	$3.16M	Buy	43,379 +27,801	+178%	+$1.81M	1.18%	15
2025 Q2	$971K	Sell	15,578 -26,556	-63%	-$1.65M	0.38%	51
2025 Q1	$2.48M	Buy	42,134 +614	+1%	+$33.2K	1.02%	20
2024 Q4	$2.06M	Buy	41,520 +1,450	+4%	+$72.9K	0.81%	22
2024 Q3	$1.99M	Buy	40,070 +28,790	+255%	+$1.35M	0.79%	21
2024 Q2	$513K	Buy	11,280 +565	+5%	+$25K	0.22%	86
2024 Q1	$418K	Hold	10,715	–	–	0.2%	89
2023 Q4	$418K	Buy	+10,715	New	+$401K	0.2%	89

Other funds holding IAU

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

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

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sachetta's IAU Position: Q2 2026 in Review

Sachetta reduced its iShares Gold Trust (IAU) stake by 0.65% in Q2 2026, selling an estimated $15.5K and leaving 28,155 shares worth $2.13M. The position accounts for 1.03% of the portfolio, ranked #20.

Sachetta first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q3 2025. 382 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sachetta held 28,155 shares of iShares Gold Trust worth $2.13M as of Q2 2026.
Sachetta sold 183 iShares Gold Trust shares in Q2 2026, an estimated $15.5K.
iShares Gold Trust made up 1.03% of Sachetta's portfolio in Q2 2026, its #20 holding.
Sachetta first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares Gold Trust position peaked at $3.16M in Q3 2025.
382 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.