Tempus Wealth Planning’s iShares Gold Trust IAU Stock Holding History

Tempus Wealth Planning’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	$323K	Buy	4,276 +588	+16%	+$49.9K	0.06%	222
2026 Q1	$325K	Sell	3,688 -659	-15%	-$60.5K	0.07%	212
2025 Q4	$353K	Sell	4,347 -1,560	-26%	-$122K	0.08%	204
2025 Q3	$430K	Buy	5,907 +2,197	+59%	+$143K	0.1%	191
2025 Q2	$231K	Hold	3,710	–	–	0.06%	240
2025 Q1	$219K	Buy	+3,710	New	+$201K	0.07%	239
2024 Q2	–	Sell	-4,990	Closed	-$210K	–	213
2024 Q1	$210K	Sell	4,990 -40,353	-89%	-$1.58M	0.09%	185
2023 Q4	$1.77M	Buy	+45,343	New	+$1.7M	0.78%	34
2023 Q2	–	Sell	-22,086	Closed	-$825K	–	189
2023 Q1	$825K	Buy	+22,086	New	+$793K	0.4%	64

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

Tempus Wealth Planning's IAU Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $49.9K and bringing the position to 4,276 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #222.

Tempus Wealth Planning first reported a position in IAU in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q4 2023. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Tempus Wealth Planning held 4,276 shares of iShares Gold Trust worth $323K as of Q2 2026.
Tempus Wealth Planning bought 588 iShares Gold Trust shares in Q2 2026, an estimated $49.9K.
iShares Gold Trust made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #222 holding.
Tempus Wealth Planning first reported a position in iShares Gold Trust in Q1 2023 and has held it in 9 quarters since.
Tempus Wealth Planning's iShares Gold Trust position peaked at $1.77M in Q4 2023.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.