Twin Peaks Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Twin Peaks 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	$1.32M	Buy	17,417 +2,688	+18%	+$228K	0.3%	70
2026 Q1	$1.3M	Sell	14,729 -15,980	-52%	-$1.47M	0.33%	60
2025 Q4	$2.94M	Buy	30,709 +3,078	+11%	+$241K	0.86%	34
2025 Q3	$2.01M	Buy	27,631 +10,022	+57%	+$654K	0.69%	38
2025 Q2	$1.11M	Sell	17,609 -3,854	-18%	-$239K	0.36%	56
2025 Q1	$1.31M	Buy	21,463 +11,111	+107%	+$601K	0.6%	45
2024 Q4	$513K	Buy	+10,352	New	+$520K	0.22%	79

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

Twin Peaks Wealth Advisors's IAU Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $228K and bringing the position to 17,417 shares worth $1.32M. The position accounts for 0.3% of the portfolio, ranked #70.

Twin Peaks Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.94M in Q4 2025. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Twin Peaks Wealth Advisors held 17,417 shares of iShares Gold Trust worth $1.32M as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,688 iShares Gold Trust shares in Q2 2026, an estimated $228K.
iShares Gold Trust made up 0.3% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #70 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Twin Peaks Wealth Advisors's iShares Gold Trust position peaked at $2.94M in Q4 2025.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.