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

Silverlake 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	$1.59M	Sell	21,115 -6,027	-22%	-$512K	0.3%	100
2026 Q1	$2.39M	Sell	27,142 -2,319	-8%	-$213K	0.5%	52
2025 Q4	$2.39M	Buy	29,461 +800	+3%	+$62.6K	0.53%	43
2025 Q3	$2.09M	Sell	28,661 -4,894	-15%	-$319K	0.51%	52
2025 Q2	$2.09M	Buy	33,555 +11,276	+51%	+$699K	0.61%	40
2025 Q1	$1.31M	Buy	22,279 +3,331	+18%	+$180K	0.5%	61
2024 Q4	$938K	Sell	18,948 -12	-0.1%	-$603	0.36%	76
2024 Q3	$942K	Buy	18,960 +1,219	+7%	+$57.1K	0.36%	77
2024 Q2	$779K	Buy	+17,741	New	+$784K	0.32%	85

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

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

Silverlake Wealth Management reduced its iShares Gold Trust (IAU) stake by 22% in Q2 2026, selling an estimated $512K and leaving 21,115 shares worth $1.59M. The position accounts for 0.3% of the portfolio, ranked #100.

Silverlake Wealth Management first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.39M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Silverlake Wealth Management held 21,115 shares of iShares Gold Trust worth $1.59M as of Q2 2026.
Silverlake Wealth Management sold 6,027 iShares Gold Trust shares in Q2 2026, an estimated $512K.
iShares Gold Trust made up 0.3% of Silverlake Wealth Management's portfolio in Q2 2026, its #100 holding.
Silverlake Wealth Management first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Silverlake Wealth Management's iShares Gold Trust position peaked at $2.39M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.