SSWM
IAU icon

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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return