SigFig Wealth Management’s iShares Gold Trust IAU Stock Holding History

SigFig 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	$1.43M	Buy	18,924 +2,364	+14%	+$201K	0.04%	92
2026 Q1	$1.46M	Sell	16,560 -27,378	-62%	-$2.51M	0.04%	89
2025 Q4	$3.57M	Sell	43,938 -1,862	-4%	-$146K	0.11%	69
2025 Q3	$3.3M	Buy	45,800 +17,000	+59%	+$1.11M	0.1%	71
2025 Q2	$1.78M	Sell	28,800 -10,270	-26%	-$636K	0.06%	84
2025 Q1	$2.27M	Buy	39,070 +21,016	+116%	+$1.14M	0.08%	75
2024 Q4	$889K	Buy	+18,054	New	+$907K	0.03%	91

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

SigFig Wealth Management's IAU Position: Q2 2026 in Review

SigFig Wealth Management increased its iShares Gold Trust (IAU) stake by 14% in Q2 2026, buying an estimated $201K and bringing the position to 18,924 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #92.

SigFig Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SigFig Wealth Management held 18,924 shares of iShares Gold Trust worth $1.43M as of Q2 2026.
SigFig Wealth Management bought 2,364 iShares Gold Trust shares in Q2 2026, an estimated $201K.
iShares Gold Trust made up 0.04% of SigFig Wealth Management's portfolio in Q2 2026, its #92 holding.
SigFig Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
SigFig Wealth Management's iShares Gold Trust position peaked at $3.57M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.