Signal Advisors Wealth’s iShares Gold Trust IAU Stock Holding History

Signal Advisors Wealth’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	$1.15M	Buy	15,259 +9,594	+169%	+$814K	0.06%	252
2026 Q1	$499K	Sell	5,665 -1,537	-21%	-$141K	0.03%	366
2025 Q4	$585K	Sell	7,202 -1,437	-17%	-$112K	0.05%	285
2025 Q3	$629K	Sell	8,639 -20,384	-70%	-$1.33M	0.06%	239
2025 Q2	$1.81M	Sell	29,023 -4,042	-12%	-$250K	0.14%	146
2025 Q1	$1.95M	Sell	33,065 -56,619	-63%	-$3.06M	0.19%	116
2024 Q4	$4.44M	Sell	89,684 -1,438	-2%	-$72.3K	0.5%	56
2024 Q3	$4.53M	Buy	91,122 +79,922	+714%	+$3.74M	0.65%	37
2024 Q2	$492K	Sell	11,200 -111,236	-91%	-$4.92M	1.08%	24
2024 Q1	$5.14M	Buy	122,436 +47,488	+63%	+$1.86M	1.28%	17
2023 Q4	$2.93M	Buy	+74,948	New	+$2.8M	1.01%	31

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

Signal Advisors Wealth's IAU Position: Q2 2026 in Review

Signal Advisors Wealth increased its iShares Gold Trust (IAU) stake by 169% in Q2 2026, buying an estimated $814K and bringing the position to 15,259 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #252.

Signal Advisors Wealth first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.14M in Q1 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Signal Advisors Wealth held 15,259 shares of iShares Gold Trust worth $1.15M as of Q2 2026.
Signal Advisors Wealth bought 9,594 iShares Gold Trust shares in Q2 2026, an estimated $814K.
iShares Gold Trust made up 0.06% of Signal Advisors Wealth's portfolio in Q2 2026, its #252 holding.
Signal Advisors Wealth first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Signal Advisors Wealth's iShares Gold Trust position peaked at $5.14M in Q1 2024.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.