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Smallwood Wealth Investment Management’s iShares Gold Trust IAU Stock Holding History

Smallwood Wealth Investment 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 		$34.3K Hold
454
– – 0.02% 225
2026
Q1 		$40K Hold
454
– – 0.02% 199
2025
Q4 		$36.9K Hold
454
– – 0.02% 205
2025
Q3 		$33K Hold
454
– – 0.02% 221
2025
Q2 		$28.3K Hold
454
– – 0.02% 222
2025
Q1 		$26.8K Buy
+454
New +$24.6K 0.02% 220

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Smallwood Wealth Investment Management's IAU Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 454 shares worth $34.3K. The position accounts for 0.02% of the portfolio, ranked #225.

Smallwood Wealth Investment Management first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $40K in Q1 2026. 974 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Smallwood Wealth Investment Management held 454 shares of iShares Gold Trust worth $34.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #225 holding.
  • Smallwood Wealth Investment Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's iShares Gold Trust position peaked at $40K in Q1 2026.
  • 974 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.