Talon Private Wealth
IAU icon

Talon Private Wealth’s iShares Gold Trust IAU Stock Holding History

Talon Private 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 		$330K Buy
4,373
+174
+4% +$14.8K 0.04% 157
2026
Q1 		$370K Buy
+4,199
New +$385K 0.05% 160
2025
Q2 		$384K Sell
6,151
-119
-2% -$7.37K 0.05% 127
2025
Q1 		$370K Sell
6,270
-2,014
-24% -$109K 0.05% 126
2024
Q4 		$410K Sell
8,284
-48
-0.6% -$2.41K 0.09% 89
2024
Q3 		$414K Buy
+8,332
New +$390K 0.09% 59

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 22.9% 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

Talon Private Wealth's IAU Position: Q2 2026 in Review

Talon Private Wealth increased its iShares Gold Trust (IAU) stake by 4.1% in Q2 2026, buying an estimated $14.8K and bringing the position to 4,373 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #157.

Talon Private Wealth first reported a position in IAU in Q3 2024 and has held it in 6 quarters since. The position peaked at $414K in Q3 2024. 1,916 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Talon Private Wealth held 4,373 shares of iShares Gold Trust worth $330K as of Q2 2026.
  • Talon Private Wealth bought 174 iShares Gold Trust shares in Q2 2026, an estimated $14.8K.
  • iShares Gold Trust made up 0.04% of Talon Private Wealth's portfolio in Q2 2026, its #157 holding.
  • Talon Private Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 6 quarters since.
  • Talon Private Wealth's iShares Gold Trust position peaked at $414K in Q3 2024.
  • 1,916 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Talon Private Wealth's 13F filing for Q2 2026, filed 11 Sep 2026.