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Traveka Wealth’s iShares Gold Trust IAU Stock Holding History

Traveka 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 		$642K Buy
8,506
+1,664
+24% +$141K 0.21% 83
2026
Q1 		$603K Buy
6,842
+4,324
+172% +$397K 0.23% 79
2025
Q4 		$204K Buy
+2,518
New +$197K 0.08% 174

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Traveka Wealth's IAU Position: Q2 2026 in Review

Traveka Wealth increased its iShares Gold Trust (IAU) stake by 24% in Q2 2026, buying an estimated $141K and bringing the position to 8,506 shares worth $642K. The position accounts for 0.21% of the portfolio, ranked #83.

Traveka Wealth first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. 1,019 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Traveka Wealth held 8,506 shares of iShares Gold Trust worth $642K as of Q2 2026.
  • Traveka Wealth bought 1,664 iShares Gold Trust shares in Q2 2026, an estimated $141K.
  • iShares Gold Trust made up 0.21% of Traveka Wealth's portfolio in Q2 2026, its #83 holding.
  • Traveka Wealth first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • 1,019 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.