SteelPeak Wealth’s iShares Gold Trust IAU Stock Holding History

SteelPeak Wealth’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	$4.4M	Buy	58,292 +8,388	+17%	+$712K	0.11%	141
2026 Q1	$4.4M	Sell	49,904 -81,752	-62%	-$7.5M	0.13%	117
2025 Q4	$10.7M	Buy	131,656 +7,499	+6%	+$586K	0.35%	65
2025 Q3	$9.03M	Buy	124,157 +47,246	+61%	+$3.08M	0.3%	77
2025 Q2	$4.8M	Sell	76,911 -35,720	-32%	-$2.21M	0.19%	100
2025 Q1	$6.64M	Buy	112,631 +64,466	+134%	+$3.49M	0.28%	86
2024 Q4	$2.38M	Buy	+48,165	New	+$2.42M	0.1%	159
2021 Q3	–	Sell	-6,554	Closed	-$221K	–	448
2021 Q2	$221K	Sell	6,554 -311	-5%	-$10.8K	0.02%	377
2021 Q1	$223K	Buy	+6,865	New	+$235K	0.02%	337

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

SteelPeak Wealth's IAU Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $712K and bringing the position to 58,292 shares worth $4.4M. The position accounts for 0.11% of the portfolio, ranked #141.

SteelPeak Wealth first reported a position in IAU in Q1 2021 and has held it in 9 quarters since. The position peaked at $10.7M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SteelPeak Wealth held 58,292 shares of iShares Gold Trust worth $4.4M as of Q2 2026.
SteelPeak Wealth bought 8,388 iShares Gold Trust shares in Q2 2026, an estimated $712K.
iShares Gold Trust made up 0.11% of SteelPeak Wealth's portfolio in Q2 2026, its #141 holding.
SteelPeak Wealth first reported a position in iShares Gold Trust in Q1 2021 and has held it in 9 quarters since.
SteelPeak Wealth's iShares Gold Trust position peaked at $10.7M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.