Sound View Wealth Advisors Group’s iShares Gold Trust IAU Stock Holding History

Sound View Wealth Advisors Group’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	$2.14M	Hold	28,358	–	–	0.13%	132
2026 Q1	$2.5M	Hold	28,358	–	–	0.17%	116
2025 Q4	$2.3M	Hold	28,358	–	–	0.15%	121
2025 Q3	$2.06M	Sell	28,358 -204	-0.7%	-$13.3K	0.14%	133
2025 Q2	$1.78M	Buy	28,562 +104	+0.4%	+$6.44K	0.13%	138
2025 Q1	$1.68M	Hold	28,458	–	–	0.14%	133
2024 Q4	$1.41M	Hold	28,458	–	–	0.11%	149
2024 Q3	$1.41M	Buy	28,458 +3,241	+13%	+$152K	0.12%	152
2024 Q2	$1.11M	Hold	25,217	–	–	0.11%	154
2024 Q1	$1.06M	Sell	25,217 -3,079	-11%	-$121K	0.11%	157
2023 Q4	$1.1M	Buy	28,296 +2,918	+11%	+$109K	0.12%	149
2023 Q3	$888K	Hold	25,378	–	–	0.11%	156
2023 Q2	$924K	Hold	25,378	–	–	0.12%	158
2023 Q1	$948K	Sell	25,378 -2,918	-10%	-$105K	0.13%	154
2022 Q4	$1.1M	Buy	+28,296	New	+$929K	0.12%	149
2021 Q3	–	Sell	-9,225	Closed	-$311K	–	290
2021 Q2	$311K	Hold	9,225	–	–	0.07%	230
2021 Q1	$300K	Hold	9,225	–	–	0.07%	220
2020 Q4	$334K	Hold	9,225	–	–	0.08%	189
2020 Q3	$332K	Hold	9,225	–	–	0.09%	182
2020 Q2	$313K	Hold	9,225	–	–	0.09%	179
2020 Q1	$278K	Hold	9,225	–	–	0.1%	172
2019 Q4	$268K	Hold	9,225	–	–	0.08%	206
2019 Q3	$260K	Hold	9,225	–	–	0.08%	210
2019 Q2	$249K	Buy	+9,225	New	+$231K	0.07%	220

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 22.96% 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

Sound View Wealth Advisors Group's IAU Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 28,358 shares worth $2.14M. The position accounts for 0.13% of the portfolio, ranked #132.

Sound View Wealth Advisors Group first reported a position in IAU in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.5M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sound View Wealth Advisors Group held 28,358 shares of iShares Gold Trust worth $2.14M as of Q2 2026.
Sound View Wealth Advisors Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.13% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #132 holding.
Sound View Wealth Advisors Group first reported a position in iShares Gold Trust in Q2 2019 and has held it in 24 quarters since.
Sound View Wealth Advisors Group's iShares Gold Trust position peaked at $2.5M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.