Shared Vision Wealth Group’s iShares Gold Trust IAU Stock Holding History

Shared Vision Wealth Group’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	$1.38M	Buy	18,217 +128	+0.7%	+$10.9K	0.47%	42
2026 Q1	$1.59M	Sell	18,089 -19,030	-51%	-$1.75M	0.65%	30
2025 Q4	$3.53M	Sell	37,119 -156	-0.4%	-$12.2K	1.43%	18
2025 Q3	$2.88M	Buy	37,275 +11,521	+45%	+$752K	1.22%	19
2025 Q2	$1.6M	Sell	25,754 -4,667	-15%	-$289K	0.8%	24
2025 Q1	$1.79M	Buy	30,421 +15,449	+103%	+$836K	0.98%	21
2024 Q4	$741K	Buy	+14,972	New	+$752K	0.39%	37

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

Shared Vision Wealth Group's IAU Position: Q2 2026 in Review

Shared Vision Wealth Group increased its iShares Gold Trust (IAU) stake by 0.71% in Q2 2026, buying an estimated $10.9K and bringing the position to 18,217 shares worth $1.38M. The position accounts for 0.47% of the portfolio, ranked #42.

Shared Vision Wealth Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.53M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Shared Vision Wealth Group held 18,217 shares of iShares Gold Trust worth $1.38M as of Q2 2026.
Shared Vision Wealth Group bought 128 iShares Gold Trust shares in Q2 2026, an estimated $10.9K.
iShares Gold Trust made up 0.47% of Shared Vision Wealth Group's portfolio in Q2 2026, its #42 holding.
Shared Vision Wealth Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Shared Vision Wealth Group's iShares Gold Trust position peaked at $3.53M in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.