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

TriaGen 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 		$6.73M Buy
89,155
+1,119
+1% +$95K 1.68% 12
2026
Q1 		$7.76M Sell
88,036
-946
-1% -$86.8K 2.12% 10
2025
Q4 		$7.22M Buy
88,982
+803
+0.9% +$62.8K 1.87% 11
2025
Q3 		$6.42M Buy
88,179
+5,621
+7% +$367K 1.67% 11
2025
Q2 		$5.15M Buy
82,558
+1,076
+1% +$66.7K 1.56% 10
2025
Q1 		$4.8M Sell
81,482
-6,183
-7% -$334K 1.69% 10
2024
Q4 		$4.34M Buy
87,665
+742
+0.9% +$37.3K 1.46% 10
2024
Q3 		$4.32M Buy
86,923
+4,543
+6% +$213K 1.45% 10
2024
Q2 		$3.62M Buy
82,380
+6,175
+8% +$273K 1.4% 13
2024
Q1 		$3.2M Buy
76,205
+22,975
+43% +$901K 1.33% 16
2023
Q4 		$2.08M Buy
53,230
+245
+0.5% +$9.17K 0.99% 31
2023
Q3 		$1.85M Buy
52,985
+3,138
+6% +$115K 0.95% 34
2023
Q2 		$1.81M Buy
49,847
+1,986
+4% +$74.5K 0.83% 42
2023
Q1 		$1.79M Sell
47,861
-472
-1% -$16.9K 0.9% 33
2022
Q4 		$1.67M Buy
48,333
+1,550
+3% +$50.9K 0.93% 30
2022
Q3 		$1.48M Buy
46,783
+3,693
+9% +$121K 0.81% 38
2022
Q2 		$1.48M Buy
43,090
+1,180
+3% +$42K 1.05% 28
2022
Q1 		$1.54M Buy
+41,910
New +$1.5M 0.8% 47

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

TriaGen Wealth Management increased its iShares Gold Trust (IAU) stake by 1.3% in Q2 2026, buying an estimated $95K and bringing the position to 89,155 shares worth $6.73M. The position accounts for 1.68% of the portfolio, ranked #12.

TriaGen Wealth Management first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.76M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • TriaGen Wealth Management held 89,155 shares of iShares Gold Trust worth $6.73M as of Q2 2026.
  • TriaGen Wealth Management bought 1,119 iShares Gold Trust shares in Q2 2026, an estimated $95K.
  • iShares Gold Trust made up 1.68% of TriaGen Wealth Management's portfolio in Q2 2026, its #12 holding.
  • TriaGen Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
  • TriaGen Wealth Management's iShares Gold Trust position peaked at $7.76M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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