Sandy Cove Advisors’s iShares Gold Trust IAU Stock Holding History

Sandy Cove Advisors’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	$470K	Sell	6,220 -537	-8%	-$45.6K	0.12%	94
2026 Q1	$596K	Hold	6,757	–	–	0.18%	77
2025 Q4	$548K	Hold	6,757	–	–	0.16%	78
2025 Q3	$492K	Hold	6,757	–	–	0.16%	81
2025 Q2	$421K	Buy	6,757 +222	+3%	+$13.8K	0.15%	80
2025 Q1	$385K	Hold	6,535	–	–	0.15%	80
2024 Q4	$324K	Hold	6,535	–	–	0.13%	93
2024 Q3	$325K	Buy	6,535 +400	+7%	+$18.7K	0.13%	88
2024 Q2	$270K	Hold	6,135	–	–	0.12%	98
2024 Q1	$258K	Hold	6,135	–	–	0.12%	105
2023 Q4	$239K	Hold	6,135	–	–	0.12%	109
2023 Q3	$215K	Hold	6,135	–	–	0.12%	108
2023 Q2	$223K	Buy	+6,135	New	+$230K	0.13%	112
2022 Q2	–	Sell	-1,295	Closed	-$48K	–	215
2022 Q1	$48K	Sell	1,295 -45	-3%	-$1.61K	0.04%	202
2021 Q4	$47K	Buy	+1,340	New	+$45.8K	0.04%	196

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sandy Cove Advisors's IAU Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares Gold Trust (IAU) stake by 7.9% in Q2 2026, selling an estimated $45.6K and leaving 6,220 shares worth $470K. The position accounts for 0.12% of the portfolio, ranked #94.

Sandy Cove Advisors first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $596K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sandy Cove Advisors held 6,220 shares of iShares Gold Trust worth $470K as of Q2 2026.
Sandy Cove Advisors sold 537 iShares Gold Trust shares in Q2 2026, an estimated $45.6K.
iShares Gold Trust made up 0.12% of Sandy Cove Advisors's portfolio in Q2 2026, its #94 holding.
Sandy Cove Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
Sandy Cove Advisors's iShares Gold Trust position peaked at $596K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.