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StrongBox Wealth’s iShares Gold Trust IAU Stock Holding History

StrongBox 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 		$125K Buy
+1,650
New +$140K 0.04% 122

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

StrongBox Wealth's IAU Position: Q2 2026 in Review

StrongBox Wealth opened a new position in iShares Gold Trust (IAU) in Q2 2026: 1,650 shares worth $125K. The stake represents 0.04% of the portfolio and ranks #122 among its holdings.

668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • StrongBox Wealth held 1,650 shares of iShares Gold Trust worth $125K as of Q2 2026.
  • iShares Gold Trust was a new StrongBox Wealth position in Q2 2026.
  • iShares Gold Trust made up 0.04% of StrongBox Wealth's portfolio in Q2 2026, its #122 holding.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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