Turtle Creek Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Turtle Creek 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	–	Sell	-3,303	Closed	-$291K	–	537
2026 Q1	$291K	Buy	3,303 +810	+32%	+$74.3K	0.02%	321
2025 Q4	$202K	Buy	+2,493	New	+$195K	0.02%	383

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

Turtle Creek Wealth Advisors's IAU Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,303 shares — an estimated $291K sold.

Turtle Creek Wealth Advisors first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $291K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Turtle Creek Wealth Advisors reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 3,303 iShares Gold Trust shares in Q2 2026, an estimated $291K.
Turtle Creek Wealth Advisors first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
Turtle Creek Wealth Advisors's iShares Gold Trust position peaked at $291K in Q1 2026.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.