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SMART Wealth’s iShares Gold Trust IAU Stock Holding History

SMART 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 		$543K Buy
7,190
+3,692
+106% +$313K 0.12% 150
2026
Q1 		$308K Buy
3,498
+326
+10% +$29.9K 0.09% 161
2025
Q4 		$257K Buy
+3,172
New +$248K 0.08% 158
2025
Q3 		– Sell
-6,802
Closed -$424K – 163
2025
Q2 		$424K Buy
+6,802
New +$421K 0.13% 114
2023
Q3 		– Sell
-11,911
Closed -$433K – 79
2023
Q2 		$433K Buy
11,911
+1,173
+11% +$44K 0.33% 54
2023
Q1 		$401K Sell
10,738
-1,703
-14% -$61.1K 0.35% 50
2022
Q4 		$430K Buy
+12,441
New +$409K 0.32% 54

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SMART Wealth's IAU Position: Q2 2026 in Review

SMART Wealth increased its iShares Gold Trust (IAU) stake by 106% in Q2 2026, buying an estimated $313K and bringing the position to 7,190 shares worth $543K. The position accounts for 0.12% of the portfolio, ranked #150.

SMART Wealth first reported a position in IAU in Q4 2022 and has held it in 7 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SMART Wealth held 7,190 shares of iShares Gold Trust worth $543K as of Q2 2026.
  • SMART Wealth bought 3,692 iShares Gold Trust shares in Q2 2026, an estimated $313K.
  • iShares Gold Trust made up 0.12% of SMART Wealth's portfolio in Q2 2026, its #150 holding.
  • SMART Wealth first reported a position in iShares Gold Trust in Q4 2022 and has held it in 7 quarters since.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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