Total Clarity Wealth Management’s iShares Gold Trust IAU Stock Holding History

Total Clarity 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	$1.06M	Sell	13,982 -798	-5%	-$67.7K	0.21%	117
2026 Q1	$1.3M	Sell	14,780 -760	-5%	-$69.7K	0.31%	80
2025 Q4	$1.26M	Buy	15,540 +639	+4%	+$50K	0.3%	84
2025 Q3	$1.08M	Sell	14,901 -1,216	-8%	-$79.3K	0.29%	91
2025 Q2	$1.01M	Buy	16,117 +11,877	+280%	+$736K	0.29%	93
2025 Q1	$210K	Hold	4,240	–	–	0.07%	246
2024 Q4	$210K	Buy	+4,240	New	+$213K	0.07%	246
2022 Q3	–	Sell	-175	Closed	-$6K	–	556
2022 Q2	$6K	Buy	+175	New	+$6.22K	﹤0.01%	780
2022 Q1	–	Sell	-175	Closed	-$6K	–	513
2021 Q4	$6K	Hold	175	–	–	﹤0.01%	782
2021 Q3	$6K	Buy	+175	New	+$5.96K	﹤0.01%	781
2021 Q2	–	Sell	-175	Closed	-$6K	–	416
2021 Q1	$6K	Buy	+175	New	+$5.98K	﹤0.01%	653
2020 Q1	–	Sell	-350	Closed	-$10K	–	315
2019 Q4	$10K	Buy	+350	New	+$9.93K	0.01%	495

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

Total Clarity Wealth Management's IAU Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its iShares Gold Trust (IAU) stake by 5.4% in Q2 2026, selling an estimated $67.7K and leaving 13,982 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #117.

Total Clarity Wealth Management first reported a position in IAU in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.3M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Total Clarity Wealth Management held 13,982 shares of iShares Gold Trust worth $1.06M as of Q2 2026.
Total Clarity Wealth Management sold 798 iShares Gold Trust shares in Q2 2026, an estimated $67.7K.
iShares Gold Trust made up 0.21% of Total Clarity Wealth Management's portfolio in Q2 2026, its #117 holding.
Total Clarity Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 12 quarters since.
Total Clarity Wealth Management's iShares Gold Trust position peaked at $1.3M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.