SWA
IAU icon

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

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
GG
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
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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 470 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.
  • 470 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.