Sharkey, Howes & Javer’s iShares Gold Trust IAU Stock Holding History

Sharkey, Howes & Javer’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	$7.84M	Buy	103,871 +14,167	+16%	+$1.2M	0.95%	24
2026 Q1	$7.91M	Sell	89,704 -87,341	-49%	-$8.01M	1.07%	24
2025 Q4	$14.4M	Sell	177,045 -490	-0.3%	-$38.3K	1.83%	19
2025 Q3	$12.9M	Buy	177,535 +59,045	+50%	+$3.85M	1.66%	18
2025 Q2	$7.39M	Sell	118,490 -19,883	-14%	-$1.23M	0.99%	26
2025 Q1	$8.16M	Buy	138,373 +76,331	+123%	+$4.13M	1.17%	22
2024 Q4	$3.07M	Buy	+62,042	New	+$3.12M	0.43%	45

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

Sharkey, Howes & Javer's IAU Position: Q2 2026 in Review

Sharkey, Howes & Javer increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $1.2M and bringing the position to 103,871 shares worth $7.84M. The position accounts for 0.95% of the portfolio, ranked #24.

Sharkey, Howes & Javer first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sharkey, Howes & Javer held 103,871 shares of iShares Gold Trust worth $7.84M as of Q2 2026.
Sharkey, Howes & Javer bought 14,167 iShares Gold Trust shares in Q2 2026, an estimated $1.2M.
iShares Gold Trust made up 0.95% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #24 holding.
Sharkey, Howes & Javer first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Sharkey, Howes & Javer's iShares Gold Trust position peaked at $14.4M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.