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Tanglewood Wealth Management’s iShares Gold Trust IAU Stock Holding History

Tanglewood Wealth Management’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 		$58.9M Sell
780,110
-137,178
-15% -$11.6M 5.01% 5
2026
Q1 		$80.9M Sell
917,288
-124,713
-12% -$11.4M 6.7% 4
2025
Q4 		$84.6M Sell
1,042,001
-112,958
-10% -$8.83M 7.75% 4
2025
Q3 		$84M Sell
1,154,959
-512
-0% -$33.4K 7.81% 4
2025
Q2 		$72.1M Sell
1,155,471
-116,816
-9% -$7.24M 7.1% 5
2025
Q1 		$75M Sell
1,272,287
-9,987
-0.8% -$540K 8.44% 4
2024
Q4 		$63.5M Buy
1,282,274
+57,373
+5% +$2.88M 7.31% 4
2024
Q3 		$60.9M Buy
1,224,901
+16,481
+1% +$771K 7.01% 4
2024
Q2 		$53.1M Buy
1,208,420
+3,407
+0.3% +$151K 6.6% 4
2024
Q1 		$50.6M Buy
1,205,013
+17,930
+2% +$703K 6.26% 4
2023
Q4 		$46.3M Buy
1,187,083
+412,407
+53% +$15.4M 5.67% 6
2023
Q3 		$27.1M Sell
774,676
-170,484
-18% -$6.22M 4.6% 5
2023
Q2 		$34.4M Buy
945,160
+24,280
+3% +$910K 4.92% 6
2023
Q1 		$34.4M Sell
920,880
-73,548
-7% -$2.64M 5% 5
2022
Q4 		$34.4M Buy
994,428
+926
+0.1% +$30.4K 5.15% 8
2022
Q3 		$31.3M Sell
993,502
-18,556
-2% -$608K 4.73% 9
2022
Q2 		$34.7M Sell
1,012,058
-30,348
-3% -$1.08M 4.68% 8
2022
Q1 		$38.4M Sell
1,042,406
-10,535
-1% -$376K 5.76% 6
2021
Q4 		$36.7M Buy
1,052,941
+101,319
+11% +$3.46M 6.08% 6
2021
Q3 		$31.8M Buy
951,622
+23,494
+3% +$800K 5.64% 7
2021
Q2 		$31.3M Buy
928,128
+42,420
+5% +$1.47M 5.6% 6
2021
Q1 		$28.8M Buy
885,708
+123,201
+16% +$4.21M 5.73% 7
2020
Q4 		$27.6M Buy
762,507
+41,382
+6% +$1.48M 5.81% 8
2020
Q3 		$25.9M Buy
+721,125
New +$26.3M 5.92% 8
2017
Q1 		– Sell
-664,658
Closed -$14.7M – 12
2016
Q4 		$14.7M Sell
664,658
-45,841
-6% -$1.08M 5.07% 10
2016
Q3 		$18M Buy
710,499
+79,735
+13% +$2.05M 6.49% 9
2016
Q2 		$16.1M Buy
630,764
+88,843
+16% +$2.16M 5.93% 9
2016
Q1 		$12.9M Buy
541,921
+86,293
+19% +$1.97M 4.43% 10
2015
Q4 		$9.32M Buy
455,628
+126,717
+39% +$2.7M 3.69% 8
2015
Q3 		$7.09M Sell
328,911
-182,614
-36% -$3.97M 2.96% 8
2015
Q2 		$11.6M Buy
511,525
+84,356
+20% +$1.95M 5.1% 7
2015
Q1 		$9.78M Buy
427,169
+36,574
+9% +$862K 4.73% 7
2014
Q4 		$8.94M Buy
390,595
+77,132
+25% +$1.79M 5.61% 6
2014
Q3 		$7.33M Buy
313,463
+40,304
+15% +$1M 4.95% 5
2014
Q2 		$7.04M Buy
273,159
+22,329
+9% +$558K 6.85% 4
2014
Q1 		$6.24M Buy
250,830
+2,031
+0.8% +$50.9K 6.61% 5
2013
Q4 		$5.81M Buy
+248,799
New +$6.14M 4.76% 6

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Tanglewood Wealth Management's IAU Position: Q2 2026 in Review

Tanglewood Wealth Management reduced its iShares Gold Trust (IAU) stake by 15% in Q2 2026, selling an estimated $11.6M and leaving 780,110 shares worth $58.9M. The position accounts for 5.01% of the portfolio, ranked #5.

Tanglewood Wealth Management first reported a position in IAU in Q4 2013 and has held it in 37 quarters since. The position peaked at $84.6M in Q4 2025. 816 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Tanglewood Wealth Management held 780,110 shares of iShares Gold Trust worth $58.9M as of Q2 2026.
  • Tanglewood Wealth Management sold 137,178 iShares Gold Trust shares in Q2 2026, an estimated $11.6M.
  • iShares Gold Trust made up 5.01% of Tanglewood Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Tanglewood Wealth Management first reported a position in iShares Gold Trust in Q4 2013 and has held it in 37 quarters since.
  • Tanglewood Wealth Management's iShares Gold Trust position peaked at $84.6M in Q4 2025.
  • 816 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tanglewood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.