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Sound Income Strategies’s iShares Gold Trust IAU Stock Holding History

Sound Income Strategies’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 		$579K Buy
7,671
+137
+2% +$11.6K 0.03% 274
2026
Q1 		$676K Sell
7,534
-532
-7% -$48.8K 0.03% 217
2025
Q4 		$696K Buy
8,066
+1,843
+30% +$144K 0.03% 214
2025
Q3 		$466K Buy
6,223
+574
+10% +$37.4K 0.03% 195
2025
Q2 		$352K Buy
5,649
+1,473
+35% +$91.3K 0.02% 209
2025
Q1 		$246K Buy
4,176
+1,339
+47% +$72.4K 0.01% 252
2024
Q4 		$140K Buy
2,837
+658
+30% +$33.1K 0.01% 306
2024
Q3 		$108K Sell
2,179
-205
-9% -$9.6K 0.01% 332
2024
Q2 		$105K Sell
2,384
-1,176
-33% -$52K 0.01% 323
2024
Q1 		$150K Sell
3,560
-5,172
-59% -$203K 0.01% 247
2023
Q4 		$341K Buy
8,732
+6,472
+286% +$242K 0.03% 155
2023
Q3 		$79.1K Buy
+2,260
New +$82.5K 0.01% 239
2021
Q2 		– Sell
-1,110
Closed -$36.1K – 948
2021
Q1 		$36.1K Buy
1,110
+99
+10% +$3.38K 0.01% 263
2020
Q4 		$37K Hold
1,011
– – 0.01% 237
2020
Q3 		$36K Buy
1,011
+114
+13% +$4.16K 0.01% 209
2020
Q2 		$30K Buy
897
+109
+14% +$3.57K 0.01% 215
2020
Q1 		$24K Buy
788
+763
+3,052% +$23.1K 0.01% 215
2019
Q4 		$1K Buy
25
+4
+19% +$113 ﹤0.01% 629
2019
Q3 		$1K Hold
21
– – ﹤0.01% 593
2019
Q2 		$1K Hold
21
– – ﹤0.01% 596
2019
Q1 		$1K Hold
21
– – ﹤0.01% 600
2018
Q4 		$1K Hold
21
– – ﹤0.01% 594
2018
Q3 		$0 Hold
21
– – ﹤0.01% 762
2018
Q2 		$0 Sell
21
-238
-92% -$5.97K ﹤0.01% 684
2018
Q1 		$7K Buy
259
+238
+1,133% +$6.08K ﹤0.01% 335
2017
Q4 		$1K Buy
+21
New +$515 ﹤0.01% 453

Other funds holding IAU

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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Sound Income Strategies's IAU Position: Q2 2026 in Review

Sound Income Strategies increased its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, buying an estimated $11.6K and bringing the position to 7,671 shares worth $579K. The position accounts for 0.03% of the portfolio, ranked #274.

Sound Income Strategies first reported a position in IAU in Q4 2017 and has held it in 26 quarters since. The position peaked at $696K in Q4 2025. 1,503 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sound Income Strategies held 7,671 shares of iShares Gold Trust worth $579K as of Q2 2026.
  • Sound Income Strategies bought 137 iShares Gold Trust shares in Q2 2026, an estimated $11.6K.
  • iShares Gold Trust made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #274 holding.
  • Sound Income Strategies first reported a position in iShares Gold Trust in Q4 2017 and has held it in 26 quarters since.
  • Sound Income Strategies's iShares Gold Trust position peaked at $696K in Q4 2025.
  • 1,503 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.