Strategies Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Strategies Wealth 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 Q1	$651K	Buy	7,380 +3,894	+112%	+$357K	0.07%	84
2025 Q4	$283K	Hold	3,486	–	–	0.03%	150
2025 Q3	$254K	Hold	3,486	–	–	0.03%	161
2025 Q2	$217K	Sell	3,486 -4,266	-55%	-$264K	0.02%	172
2025 Q1	$457K	Hold	7,752	–	–	0.06%	101
2024 Q4	$425K	Hold	7,752	–	–	0.05%	90
2024 Q3	$385K	Hold	7,752	–	–	0.05%	73
2024 Q2	$341K	Hold	7,752	–	–	0.05%	73
2024 Q1	$326K	Buy	7,752 +827	+12%	+$32.4K	0.05%	75
2023 Q4	$270K	Sell	6,925 -95	-1%	-$3.56K	0.05%	74
2023 Q3	$246K	Sell	7,020 -1,581	-18%	-$57.7K	0.05%	71
2023 Q2	$313K	Buy	+8,601	New	+$322K	0.06%	68
2022 Q2	$382K	Buy	11,147 +2,182	+24%	+$77.6K	0.11%	65
2022 Q1	$330K	Hold	8,965	–	–	0.09%	69
2021 Q4	$312K	Buy	+8,965	New	+$306K	0.09%	67

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Strategies Wealth Advisors's IAU Position: Q1 2026 in Review

Strategies Wealth Advisors increased its iShares Gold Trust (IAU) stake by 112% in Q1 2026, buying an estimated $357K and bringing the position to 7,380 shares worth $651K. The position accounts for 0.07% of the portfolio, ranked #84.

Strategies Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Strategies Wealth Advisors held 7,380 shares of iShares Gold Trust worth $651K as of Q1 2026.
Strategies Wealth Advisors bought 3,894 iShares Gold Trust shares in Q1 2026, an estimated $357K.
iShares Gold Trust made up 0.07% of Strategies Wealth Advisors's portfolio in Q1 2026, its #84 holding.
Strategies Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.