Simplicity Wealth’s iShares Gold Trust IAU Stock Holding History

Simplicity 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	$1.43M	Sell	18,897 -671	-3%	-$57K	0.05%	339
2026 Q1	$1.73M	Sell	19,568 -16,443	-46%	-$1.51M	0.1%	206
2025 Q4	$2.92M	Sell	36,011 -32,922	-48%	-$2.57M	0.17%	129
2025 Q3	$5.02M	Sell	68,933 -7,935	-10%	-$518K	0.29%	78
2025 Q2	$4.79M	Buy	76,868 +20,391	+36%	+$1.26M	0.2%	115
2025 Q1	$3.33M	Buy	56,477 +21,023	+59%	+$1.14M	0.26%	95
2024 Q4	$1.76M	Sell	35,454 -10,457	-23%	-$525K	0.37%	50
2024 Q3	$2.28M	Sell	45,911 -14,160	-24%	-$663K	0.21%	101
2024 Q2	$2.64M	Buy	60,071 +9,612	+19%	+$425K	0.06%	305
2024 Q1	$2.12M	Buy	+50,459	New	+$1.98M	0.05%	343

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

Simplicity Wealth's IAU Position: Q2 2026 in Review

Simplicity Wealth reduced its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, selling an estimated $57K and leaving 18,897 shares worth $1.43M. The position accounts for 0.05% of the portfolio, ranked #339.

Simplicity Wealth first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.02M in Q3 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Simplicity Wealth held 18,897 shares of iShares Gold Trust worth $1.43M as of Q2 2026.
Simplicity Wealth sold 671 iShares Gold Trust shares in Q2 2026, an estimated $57K.
iShares Gold Trust made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #339 holding.
Simplicity Wealth first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Simplicity Wealth's iShares Gold Trust position peaked at $5.02M in Q3 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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