Secure Asset Management’s iShares Gold Trust IAU Stock Holding History

Secure Asset Management’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	$229K	Sell	3,032 -1,263	-29%	-$107K	0.03%	296
2026 Q1	$379K	Sell	4,295 -427	-9%	-$39.2K	0.06%	213
2025 Q4	$383K	Buy	4,722 +49	+1%	+$3.83K	0.06%	233
2025 Q3	$341K	Sell	4,673 -312	-6%	-$20.4K	0.06%	230
2025 Q2	$311K	Buy	+4,985	New	+$309K	0.06%	245

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

Secure Asset Management's IAU Position: Q2 2026 in Review

Secure Asset Management reduced its iShares Gold Trust (IAU) stake by 29% in Q2 2026, selling an estimated $107K and leaving 3,032 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #296.

Secure Asset Management first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $383K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Secure Asset Management held 3,032 shares of iShares Gold Trust worth $229K as of Q2 2026.
Secure Asset Management sold 1,263 iShares Gold Trust shares in Q2 2026, an estimated $107K.
iShares Gold Trust made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #296 holding.
Secure Asset Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
Secure Asset Management's iShares Gold Trust position peaked at $383K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.