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Sheets Smith Wealth Management’s iShares Gold Trust IAU Stock Holding History

Sheets Smith Wealth 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 		$736K Sell
9,748
-6,031
-38% -$512K 0.07% 245
2026
Q1 		$1.39M Sell
15,779
-1,735
-10% -$159K 0.16% 136
2025
Q4 		$1.42M Sell
17,514
-730
-4% -$57.1K 0.16% 131
2025
Q3 		$1.33M Buy
18,244
+33
+0.2% +$2.15K 0.15% 139
2025
Q2 		$1.14M Hold
18,211
– – 0.13% 146
2025
Q1 		$1.07M Hold
18,211
– – 0.13% 148
2024
Q4 		$902K Hold
18,211
– – 0.11% 171
2024
Q3 		$905K Buy
18,211
+684
+4% +$32K 0.11% 165
2024
Q2 		$770K Sell
17,527
-1,417
-7% -$62.6K 0.09% 178
2024
Q1 		$796K Buy
18,944
+453
+2% +$17.8K 0.09% 182
2023
Q4 		$722K Sell
18,491
-1,044
-5% -$39.1K 0.1% 170
2023
Q3 		$684K Hold
19,535
– – 0.1% 167
2023
Q2 		$711K Buy
19,535
+4,528
+30% +$170K 0.1% 169
2023
Q1 		$561K Buy
15,007
+5,002
+50% +$180K 0.09% 185
2022
Q4 		$346K Sell
10,005
-1,274
-11% -$41.8K 0.05% 235
2022
Q3 		$356K Sell
11,279
-4,938
-30% -$162K 0.06% 226
2022
Q2 		$556K Hold
16,217
– – 0.09% 171
2022
Q1 		$597K Sell
16,217
-715
-4% -$25.5K 0.08% 191
2021
Q4 		$589K Sell
16,932
-578
-3% -$19.8K 0.07% 212
2021
Q3 		$585K Sell
17,510
-1,580
-8% -$53.8K 0.08% 201
2021
Q2 		$644K Sell
19,090
-86
-0.4% -$2.97K 0.09% 191
2021
Q1 		$624K Sell
19,176
-329
-2% -$11.2K 0.09% 176
2020
Q4 		$707K Sell
19,505
-2,852
-13% -$102K 0.11% 167
2020
Q3 		$804K Buy
22,357
+1,671
+8% +$61K 0.14% 136
2020
Q2 		$703K Buy
+20,686
New +$678K 0.14% 132

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 22.96% 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

Sheets Smith Wealth Management's IAU Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its iShares Gold Trust (IAU) stake by 38% in Q2 2026, selling an estimated $512K and leaving 9,748 shares worth $736K. The position accounts for 0.07% of the portfolio, ranked #245.

Sheets Smith Wealth Management first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.42M in Q4 2025. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sheets Smith Wealth Management held 9,748 shares of iShares Gold Trust worth $736K as of Q2 2026.
  • Sheets Smith Wealth Management sold 6,031 iShares Gold Trust shares in Q2 2026, an estimated $512K.
  • iShares Gold Trust made up 0.07% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #245 holding.
  • Sheets Smith Wealth Management first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Sheets Smith Wealth Management's iShares Gold Trust position peaked at $1.42M in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.