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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Twin Peaks Wealth Advisors's IAU Position: Q1 2026 in Review

Twin Peaks Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 52% in Q1 2026, selling an estimated $1.47M and leaving 14,729 shares worth $1.3M. The position accounts for 0.33% of the portfolio, ranked #60.

Twin Peaks Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.94M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Twin Peaks Wealth Advisors held 14,729 shares of iShares Gold Trust worth $1.3M as of Q1 2026.
Twin Peaks Wealth Advisors sold 15,980 iShares Gold Trust shares in Q1 2026, an estimated $1.47M.
iShares Gold Trust made up 0.33% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's iShares Gold Trust position peaked at $2.94M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.