Silvia McColl Wealth Management’s iShares Gold Trust IAU Stock Holding History

Silvia McColl 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	$1.41M	Hold	18,681	–	–	0.85%	35
2026 Q1	$1.65M	Buy	18,681 +1,625	+10%	+$149K	1.08%	24
2025 Q4	$1.38M	Buy	17,056 +14	+0.1%	+$1.09K	0.92%	33
2025 Q3	$1.24M	Hold	17,042	–	–	0.84%	34
2025 Q2	$1.06M	Sell	17,042 -699	-4%	-$43.3K	0.77%	33
2025 Q1	$1.05M	Hold	17,741	–	–	0.79%	31
2024 Q4	$878K	Buy	17,741 +6,670	+60%	+$335K	0.66%	39
2024 Q3	$550K	Hold	11,071	–	–	0.41%	58
2024 Q2	$486K	Hold	11,071	–	–	0.4%	58
2024 Q1	$488K	Hold	11,071	–	–	0.42%	58
2023 Q4	$432K	Hold	11,071	–	–	0.39%	59
2023 Q3	$387K	Hold	11,071	–	–	0.39%	62
2023 Q2	$403K	Hold	11,071	–	–	0.37%	62
2023 Q1	$414K	Sell	11,071 -79	-0.7%	-$2.83K	0.41%	60
2022 Q4	$386K	Buy	+11,150	New	+$366K	0.38%	65

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Silvia McColl Wealth Management's IAU Position: Q2 2026 in Review

Silvia McColl Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 18,681 shares worth $1.41M. The position accounts for 0.85% of the portfolio, ranked #35.

Silvia McColl Wealth Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.65M in Q1 2026. 470 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Silvia McColl Wealth Management held 18,681 shares of iShares Gold Trust worth $1.41M as of Q2 2026.
Silvia McColl Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.85% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #35 holding.
Silvia McColl Wealth Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's iShares Gold Trust position peaked at $1.65M in Q1 2026.
470 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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