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Sulzberger Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Sulzberger Capital 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 		$227K Sell
3,006
-25
-0.8% -$2.12K 0.22% 50
2026
Q1 		$267K Hold
3,031
– – 0.27% 46
2025
Q4 		$246K Buy
+3,031
New +$237K 0.25% 48

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Sulzberger Capital Advisors's IAU Position: Q2 2026 in Review

Sulzberger Capital Advisors reduced its iShares Gold Trust (IAU) stake by 0.82% in Q2 2026, selling an estimated $2.12K and leaving 3,006 shares worth $227K. The position accounts for 0.22% of the portfolio, ranked #50.

Sulzberger Capital Advisors first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sulzberger Capital Advisors held 3,006 shares of iShares Gold Trust worth $227K as of Q2 2026.
  • Sulzberger Capital Advisors sold 25 iShares Gold Trust shares in Q2 2026, an estimated $2.12K.
  • iShares Gold Trust made up 0.22% of Sulzberger Capital Advisors's portfolio in Q2 2026, its #50 holding.
  • Sulzberger Capital Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Sulzberger Capital Advisors's iShares Gold Trust position peaked at $267K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sulzberger Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.