Teamwork Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Teamwork Financial 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	$415K	Sell	5,495 -138	-2%	-$11.7K	0.04%	142
2026 Q1	$497K	Buy	5,633 +66	+1%	+$6.05K	0.05%	134
2025 Q4	$452K	Buy	5,567 +114	+2%	+$8.91K	0.05%	137
2025 Q3	$397K	Buy	5,453 +510	+10%	+$33.3K	0.04%	154
2025 Q2	$308K	Hold	4,943	–	–	0.04%	159
2025 Q1	$291K	Buy	4,943 +794	+19%	+$43K	0.04%	146
2024 Q4	$205K	Buy	4,149 +3	+0.1%	+$151	0.03%	152
2024 Q3	$206K	Sell	4,146 -948	-19%	-$44.4K	0.03%	151
2024 Q2	$224K	Buy	+5,094	New	+$225K	0.03%	126
2024 Q1	–	Sell	-10,550	Closed	-$412K	–	190
2023 Q4	$412K	Sell	10,550 -49,786	-83%	-$1.86M	0.07%	117
2023 Q3	$2.11M	Buy	60,336 +7,019	+13%	+$256K	0.34%	48
2023 Q2	$1.94M	Buy	+53,317	New	+$2M	0.32%	53
2021 Q2	–	Sell	-12,028	Closed	-$391K	–	249
2021 Q1	$391K	Sell	12,028 -10	-0.1%	-$342	0.09%	164
2020 Q4	$436K	Sell	12,038 -2,241	-16%	-$80.2K	0.1%	135
2020 Q3	$514K	Buy	14,279 +5,109	+56%	+$187K	0.16%	117
2020 Q2	$312K	Buy	+9,170	New	+$300K	0.11%	141

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Teamwork Financial Advisors's IAU Position: Q2 2026 in Review

Teamwork Financial Advisors reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $11.7K and leaving 5,495 shares worth $415K. The position accounts for 0.04% of the portfolio, ranked #142.

Teamwork Financial Advisors first reported a position in IAU in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.11M in Q3 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Teamwork Financial Advisors held 5,495 shares of iShares Gold Trust worth $415K as of Q2 2026.
Teamwork Financial Advisors sold 138 iShares Gold Trust shares in Q2 2026, an estimated $11.7K.
iShares Gold Trust made up 0.04% of Teamwork Financial Advisors's portfolio in Q2 2026, its #142 holding.
Teamwork Financial Advisors first reported a position in iShares Gold Trust in Q2 2020 and has held it in 16 quarters since.
Teamwork Financial Advisors's iShares Gold Trust position peaked at $2.11M in Q3 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.