Savvy Advisors Inc’s iShares Gold Trust IAU Stock Holding History

Savvy Advisors Inc’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	$19M	Buy	251,889 +17,551	+7%	+$1.49M	0.4%	48
2026 Q1	$20.7M	Sell	234,338 -86,371	-27%	-$7.92M	0.55%	36
2025 Q4	$26M	Buy	320,709 +125,132	+64%	+$9.79M	0.84%	23
2025 Q3	$14.2M	Buy	195,577 +63,116	+48%	+$4.12M	0.65%	32
2025 Q2	$8.26M	Buy	132,461 +21,656	+20%	+$1.34M	0.55%	37
2025 Q1	$6.53M	Buy	110,805 +79,880	+258%	+$4.32M	0.66%	29
2024 Q4	$1.53M	Buy	30,925 +9,712	+46%	+$488K	0.18%	95
2024 Q3	$1.05M	Buy	21,213 +46	+0.2%	+$2.15K	0.21%	95
2024 Q2	$930K	Buy	21,167 +4,862	+30%	+$215K	0.3%	80
2024 Q1	$685K	Buy	16,305 +9,041	+124%	+$354K	0.39%	67
2023 Q4	$284K	Buy	+7,264	New	+$272K	0.28%	117

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

Savvy Advisors Inc's IAU Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Gold Trust (IAU) stake by 7.5% in Q2 2026, buying an estimated $1.49M and bringing the position to 251,889 shares worth $19M. The position accounts for 0.4% of the portfolio, ranked #48.

Savvy Advisors Inc first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $26M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Savvy Advisors Inc held 251,889 shares of iShares Gold Trust worth $19M as of Q2 2026.
Savvy Advisors Inc bought 17,551 iShares Gold Trust shares in Q2 2026, an estimated $1.49M.
iShares Gold Trust made up 0.4% of Savvy Advisors Inc's portfolio in Q2 2026, its #48 holding.
Savvy Advisors Inc first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Savvy Advisors Inc's iShares Gold Trust position peaked at $26M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.