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Sound Stewardship’s iShares Gold Trust IAU Stock Holding History

Sound Stewardship’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 		$375K Buy
4,965
+115
+2% +$9.76K 0.15% 49
2026
Q1 		$428K Sell
4,850
-1,300
-21% -$119K 0.2% 46
2025
Q4 		$499K Hold
6,150
– – 0.24% 41
2025
Q3 		$448K Hold
6,150
– – 0.21% 45
2025
Q2 		$384K Sell
6,150
-614
-9% -$38K 0.2% 48
2025
Q1 		$399K Hold
6,764
– – 0.23% 44
2024
Q4 		$335K Hold
6,764
– – 0.2% 49
2024
Q3 		$336K Hold
6,764
– – 0.19% 46
2024
Q2 		$297K Hold
6,764
– – 0.18% 50
2024
Q1 		$284K Buy
+6,764
New +$265K 0.17% 52

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

Sound Stewardship's IAU Position: Q2 2026 in Review

Sound Stewardship increased its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, buying an estimated $9.76K and bringing the position to 4,965 shares worth $375K. The position accounts for 0.15% of the portfolio, ranked #49.

Sound Stewardship first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $499K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sound Stewardship held 4,965 shares of iShares Gold Trust worth $375K as of Q2 2026.
  • Sound Stewardship bought 115 iShares Gold Trust shares in Q2 2026, an estimated $9.76K.
  • iShares Gold Trust made up 0.15% of Sound Stewardship's portfolio in Q2 2026, its #49 holding.
  • Sound Stewardship first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Sound Stewardship's iShares Gold Trust position peaked at $499K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.