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Stone Summit Wealth’s iShares Gold Trust IAU Stock Holding History

Stone Summit 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 		$375K Hold
4,960
– – 0.1% 116
2026
Q1 		$437K Sell
4,960
-21
-0.4% -$1.93K 0.12% 99
2025
Q4 		$404K Sell
4,981
-242
-5% -$18.9K 0.11% 107
2025
Q3 		$380K Hold
5,223
– – 0.11% 111
2025
Q2 		$326K Hold
5,223
– – 0.1% 120
2025
Q1 		$308K Buy
5,223
+1,081
+26% +$58.5K 0.1% 119
2024
Q4 		$205K Hold
4,142
– – 0.07% 138
2024
Q3 		$206K Buy
+4,142
New +$194K 0.07% 141

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

Stone Summit Wealth's IAU Position: Q2 2026 in Review

Stone Summit Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,960 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #116.

Stone Summit Wealth first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $437K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Stone Summit Wealth held 4,960 shares of iShares Gold Trust worth $375K as of Q2 2026.
  • Stone Summit Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.1% of Stone Summit Wealth's portfolio in Q2 2026, its #116 holding.
  • Stone Summit Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
  • Stone Summit Wealth's iShares Gold Trust position peaked at $437K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.