Strategic Investment Solutions’s iShares Gold Trust IAU Stock Holding History

Strategic Investment Solutions’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	$2.89M	Sell	38,277 -1,931	-5%	-$164K	0.66%	36
2026 Q1	$3.54M	Buy	40,208 +347	+0.9%	+$31.8K	0.86%	28
2025 Q4	$3.24M	Sell	39,861 -8,665	-18%	-$678K	0.78%	30
2025 Q3	$3.53M	Buy	48,526 +1,641	+4%	+$107K	0.93%	25
2025 Q2	$2.92M	Sell	46,885 -429	-0.9%	-$26.6K	0.88%	26
2025 Q1	$2.79M	Buy	47,314 +5,407	+13%	+$292K	0.81%	29
2024 Q4	$1.75M	Sell	41,907 -3,393	-7%	-$170K	0.59%	36
2024 Q3	$2.25M	Sell	45,300 -586	-1%	-$27.4K	0.67%	30
2024 Q2	$1.8M	Buy	+45,886	New	+$2.03M	0.58%	34
2023 Q4	$1.65M	Sell	42,390 -581,431	-93%	-$21.8M	0.29%	51
2023 Q3	$22.8M	Buy	623,821 +615,016	+6,985%	+$22.4M	0.28%	57
2023 Q2	$330K	Sell	8,805 -34,411	-80%	-$1.29M	0.07%	95
2023 Q1	$1.61M	Sell	43,216 -4,030	-9%	-$145K	0.32%	55
2022 Q4	$1.71M	Buy	+47,246	New	+$1.55M	0.85%	26

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

Strategic Investment Solutions's IAU Position: Q2 2026 in Review

Strategic Investment Solutions reduced its iShares Gold Trust (IAU) stake by 4.8% in Q2 2026, selling an estimated $164K and leaving 38,277 shares worth $2.89M. The position accounts for 0.66% of the portfolio, ranked #36.

Strategic Investment Solutions first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8M in Q3 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Strategic Investment Solutions held 38,277 shares of iShares Gold Trust worth $2.89M as of Q2 2026.
Strategic Investment Solutions sold 1,931 iShares Gold Trust shares in Q2 2026, an estimated $164K.
iShares Gold Trust made up 0.66% of Strategic Investment Solutions's portfolio in Q2 2026, its #36 holding.
Strategic Investment Solutions first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's iShares Gold Trust position peaked at $22.8M in Q3 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.