Stegent Equity Advisors’s iShares Gold Trust IAU Stock Holding History

Stegent Equity Advisors’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	$591K	Hold	7,832	–	–	0.42%	57
2026 Q1	$690K	Hold	7,832	–	–	0.59%	48
2025 Q4	$636K	Hold	7,832	–	–	0.5%	55
2025 Q3	$570K	Hold	7,832	–	–	0.46%	62
2025 Q2	$488K	Hold	7,832	–	–	0.43%	69
2025 Q1	$462K	Hold	7,832	–	–	0.47%	63
2024 Q4	$388K	Hold	7,832	–	–	0.39%	66
2024 Q3	$389K	Sell	7,832 -192	-2%	-$8.99K	0.43%	59
2024 Q2	$352K	Sell	8,024 -274	-3%	-$12.1K	0.37%	54
2024 Q1	$349K	Sell	8,298 -55	-0.7%	-$2.16K	0.35%	59
2023 Q4	$326K	Sell	8,353 -124	-1%	-$4.64K	0.39%	52
2023 Q3	$297K	Sell	8,477 -33	-0.4%	-$1.2K	0.37%	53
2023 Q2	$310K	Hold	8,510	–	–	0.35%	53
2023 Q1	$318K	Hold	8,510	–	–	0.32%	53
2022 Q4	$294K	Sell	8,510 -4	-0%	-$131	0.35%	54
2022 Q3	$268K	Buy	+8,514	New	+$279K	0.4%	52

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

Stegent Equity Advisors's IAU Position: Q2 2026 in Review

Stegent Equity Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,832 shares worth $591K. The position accounts for 0.42% of the portfolio, ranked #57.

Stegent Equity Advisors first reported a position in IAU in Q3 2022 and has held it in 16 quarters since. The position peaked at $690K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Stegent Equity Advisors held 7,832 shares of iShares Gold Trust worth $591K as of Q2 2026.
Stegent Equity Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.42% of Stegent Equity Advisors's portfolio in Q2 2026, its #57 holding.
Stegent Equity Advisors first reported a position in iShares Gold Trust in Q3 2022 and has held it in 16 quarters since.
Stegent Equity Advisors's iShares Gold Trust position peaked at $690K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.