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Safeguard Investment Advisory Group’s iShares Gold Trust IAU Stock Holding History

Safeguard Investment Advisory Group’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 		$245K Buy
3,246
+202
+7% +$17.1K 0.06% 145
2026
Q1 		$268K Buy
+3,044
New +$279K 0.07% 110
2025
Q4 		– Sell
-3,140
Closed -$228K – 153
2025
Q3 		$228K Buy
+3,140
New +$205K 0.06% 124
2021
Q1 		– Sell
-867
Closed -$31K – 352
2020
Q4 		$31K Buy
+867
New +$31K 0.03% 252

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

Safeguard Investment Advisory Group's IAU Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its iShares Gold Trust (IAU) stake by 6.6% in Q2 2026, buying an estimated $17.1K and bringing the position to 3,246 shares worth $245K. The position accounts for 0.06% of the portfolio, ranked #145.

Safeguard Investment Advisory Group first reported a position in IAU in Q4 2020 and has held it in 4 quarters since. The position peaked at $268K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Safeguard Investment Advisory Group held 3,246 shares of iShares Gold Trust worth $245K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 202 iShares Gold Trust shares in Q2 2026, an estimated $17.1K.
  • iShares Gold Trust made up 0.06% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #145 holding.
  • Safeguard Investment Advisory Group first reported a position in iShares Gold Trust in Q4 2020 and has held it in 4 quarters since.
  • Safeguard Investment Advisory Group's iShares Gold Trust position peaked at $268K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.