TRUE Private Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

TRUE Private Wealth 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	$29.4M	Buy	389,255 +183,599	+89%	+$15.6M	2.54%	14
2026 Q1	$18.1M	Buy	205,656 +168,751	+457%	+$15.5M	1.73%	18
2025 Q4	$3M	Buy	36,905 +10	+0%	+$782	0.3%	57
2025 Q3	$2.68M	Sell	36,895 -364	-1%	-$23.7K	0.27%	59
2025 Q2	$2.32M	Sell	37,259 -1,456	-4%	-$90.2K	0.26%	64
2025 Q1	$2.28M	Buy	38,715 +337	+0.9%	+$18.2K	0.28%	60
2024 Q4	$1.9M	Buy	38,378 +1,735	+5%	+$87.2K	0.23%	69
2024 Q3	$1.82M	Sell	36,643 -1,395	-4%	-$65.3K	0.22%	68
2024 Q2	$1.67M	Sell	38,038 -30	-0.1%	-$1.33K	0.19%	76
2024 Q1	$1.6M	Sell	38,068 -2,000	-5%	-$78.4K	0.18%	71
2023 Q4	$1.56M	Buy	40,068 +641	+2%	+$24K	0.2%	71
2023 Q3	$1.38M	Sell	39,427 -302	-0.8%	-$11K	0.19%	75
2023 Q2	$1.45M	Buy	39,729 +5,159	+15%	+$193K	0.21%	68
2023 Q1	$1.29M	Sell	34,570 -4,471	-11%	-$160K	0.19%	67
2022 Q4	$1.35M	Sell	39,041 -17,270	-31%	-$567K	0.21%	59
2022 Q3	$1.77M	Sell	56,311 -1,111,158	-95%	-$36.4M	0.27%	53
2022 Q2	$40.1M	Buy	1,167,469 +38,323	+3%	+$1.36M	5.83%	5
2022 Q1	$40.4M	Buy	1,129,146 +668,470	+145%	+$23.9M	5.69%	5
2021 Q4	$16M	Sell	460,676 -58,309	-11%	-$1.99M	2.28%	14
2021 Q3	$17.3M	Buy	518,985 +32,074	+7%	+$1.09M	2.52%	13
2021 Q2	$16.4M	Buy	486,911 +127,163	+35%	+$4.4M	2.44%	12
2021 Q1	$11.7M	Sell	359,748 -1,056,597	-75%	-$36.1M	1.89%	13
2020 Q4	$51.4M	Sell	1,416,345 -45,403	-3%	-$1.63M	8.61%	2
2020 Q3	$52.6M	Buy	1,461,748 +797,727	+120%	+$29.1M	8.98%	2
2020 Q2	$22.6M	Buy	664,021 +3,683	+0.6%	+$121K	4.13%	4
2020 Q1	$19.9M	Buy	660,338 +566,865	+606%	+$17.1M	4.24%	4
2019 Q4	$2.71M	Buy	93,473 +8,008	+9%	+$227K	0.42%	36
2019 Q3	$2.41M	Buy	85,465 +2,835	+3%	+$80K	0.42%	35
2019 Q2	$2.23M	Sell	82,630 -35,734	-30%	-$896K	0.38%	36
2019 Q1	$2.93M	Buy	118,364 +674	+0.6%	+$16.8K	0.56%	26
2018 Q4	$2.89M	Buy	+117,690	New	+$2.77M	0.51%	35

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

TRUE Private Wealth Advisors's IAU Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its iShares Gold Trust (IAU) stake by 89% in Q2 2026, buying an estimated $15.6M and bringing the position to 389,255 shares worth $29.4M. The position accounts for 2.54% of the portfolio, ranked #14.

TRUE Private Wealth Advisors first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $52.6M in Q3 2020. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

TRUE Private Wealth Advisors held 389,255 shares of iShares Gold Trust worth $29.4M as of Q2 2026.
TRUE Private Wealth Advisors bought 183,599 iShares Gold Trust shares in Q2 2026, an estimated $15.6M.
iShares Gold Trust made up 2.54% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #14 holding.
TRUE Private Wealth Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
TRUE Private Wealth Advisors's iShares Gold Trust position peaked at $52.6M in Q3 2020.
1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.