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Sax Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Sax Wealth 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 		$1.87M Sell
21,246
-1,242
-6% -$105K 0.08% 157
2026
Q1 		$1.83M Hold
22,488
– – 0.09% 128
2025
Q4 		$1.83M Buy
22,488
+1,027
+5% +$80.3K 0.09% 130
2025
Q3 		$1.56M Sell
21,461
-143
-0.7% -$9.33K 0.08% 126
2025
Q2 		$1.35M Buy
21,604
+436
+2% +$27K 0.08% 134
2025
Q1 		$1.25M Buy
+21,168
New +$1.15M 0.09% 122

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 22.9% 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

Sax Wealth Advisors's IAU Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 5.5% in Q2 2026, selling an estimated $105K and leaving 21,246 shares worth $1.87M. The position accounts for 0.08% of the portfolio, ranked #157.

Sax Wealth Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sax Wealth Advisors held 21,246 shares of iShares Gold Trust worth $1.87M as of Q2 2026.
  • Sax Wealth Advisors sold 1,242 iShares Gold Trust shares in Q2 2026, an estimated $105K.
  • iShares Gold Trust made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Sax Wealth Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.