Soltis Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Soltis Investment Advisors’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	$557K	Buy	7,374 +51	+0.7%	+$4.33K	0.03%	340
2026 Q1	$646K	Buy	7,323 +92	+1%	+$8.44K	0.04%	288
2025 Q4	$587K	Sell	7,231 -222	-3%	-$17.4K	0.04%	299
2025 Q3	$542K	Buy	7,453 +1,452	+24%	+$94.7K	0.04%	285
2025 Q2	$374K	Buy	6,001 +303	+5%	+$18.8K	0.03%	287
2025 Q1	$336K	Hold	5,698	–	–	0.03%	283
2024 Q4	$282K	Buy	+5,698	New	+$286K	0.03%	297
2021 Q1	–	Sell	-5,987	Closed	-$217K	–	226
2020 Q4	$217K	Buy	+5,987	New	+$214K	0.04%	206

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 22.9% 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

Soltis Investment Advisors's IAU Position: Q2 2026 in Review

Soltis Investment Advisors increased its iShares Gold Trust (IAU) stake by 0.7% in Q2 2026, buying an estimated $4.33K and bringing the position to 7,374 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #340.

Soltis Investment Advisors first reported a position in IAU in Q4 2020 and has held it in 8 quarters since. The position peaked at $646K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Soltis Investment Advisors held 7,374 shares of iShares Gold Trust worth $557K as of Q2 2026.
Soltis Investment Advisors bought 51 iShares Gold Trust shares in Q2 2026, an estimated $4.33K.
iShares Gold Trust made up 0.03% of Soltis Investment Advisors's portfolio in Q2 2026, its #340 holding.
Soltis Investment Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 8 quarters since.
Soltis Investment Advisors's iShares Gold Trust position peaked at $646K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.