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Spire Wealth Management’s iShares Gold Trust IAU Stock Holding History

Spire Wealth Management’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 		$10.2M Sell
134,943
-5,606
-4% -$476K 0.31% 75
2026
Q1 		$12.4M Sell
140,549
-5,546
-4% -$509K 0.42% 51
2025
Q4 		$11.9M Buy
146,095
+35,028
+32% +$2.74M 0.4% 54
2025
Q3 		$8.08M Buy
111,067
+13,151
+13% +$858K 0.28% 79
2025
Q2 		$5.96M Sell
97,916
-43,663
-31% -$2.71M 0.21% 93
2025
Q1 		$8.35M Buy
141,579
+119,658
+546% +$6.47M 0.27% 78
2024
Q4 		$1.09M Buy
21,921
+6,591
+43% +$331K 0.03% 374
2024
Q3 		$762K Buy
15,330
+1,592
+12% +$74.5K 0.03% 434
2024
Q2 		$604K Sell
13,738
-7,551
-35% -$334K 0.02% 451
2024
Q1 		$894K Buy
21,289
+257
+1% +$10.1K 0.02% 396
2023
Q4 		$807K Sell
21,032
-645
-3% -$24.1K 0.03% 409
2023
Q3 		$758K Sell
21,677
-1,008
-4% -$36.8K 0.03% 393
2023
Q2 		$826K Buy
22,685
+1,395
+7% +$52.3K 0.03% 385
2023
Q1 		$796K Buy
21,290
+4,304
+25% +$154K 0.03% 386
2022
Q4 		$588K Sell
16,986
-6
-0% -$197 0.03% 334
2022
Q3 		$536K Sell
16,992
-4,195
-20% -$137K 0.03% 317
2022
Q2 		$727K Buy
+21,187
New +$754K 0.03% 396
2021
Q2 		– Sell
-27,527
Closed -$897K – 2752
2021
Q1 		$897K Buy
+27,527
New +$941K 0.02% 477

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Spire Wealth Management's IAU Position: Q2 2026 in Review

Spire Wealth Management reduced its iShares Gold Trust (IAU) stake by 4% in Q2 2026, selling an estimated $476K and leaving 134,943 shares worth $10.2M. The position accounts for 0.31% of the portfolio, ranked #75.

Spire Wealth Management first reported a position in IAU in Q1 2021 and has held it in 18 quarters since. The position peaked at $12.4M in Q1 2026. 534 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Spire Wealth Management held 134,943 shares of iShares Gold Trust worth $10.2M as of Q2 2026.
  • Spire Wealth Management sold 5,606 iShares Gold Trust shares in Q2 2026, an estimated $476K.
  • iShares Gold Trust made up 0.31% of Spire Wealth Management's portfolio in Q2 2026, its #75 holding.
  • Spire Wealth Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 18 quarters since.
  • Spire Wealth Management's iShares Gold Trust position peaked at $12.4M in Q1 2026.
  • 534 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.