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Unique Wealth Strategies’s iShares Gold Trust IAU Stock Holding History

Unique Wealth Strategies’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 		$352K Sell
4,668
-25
-0.5% -$2.12K 0.13% 175
2026
Q1 		$414K Buy
4,693
+1,520
+48% +$139K 0.17% 176
2025
Q4 		$258K Sell
3,173
-25
-0.8% -$1.96K 0.1% 191
2025
Q3 		$233K Buy
+3,198
New +$209K 0.09% 199
2024
Q3 		– Sell
-200
Closed -$8.4K – 422
2024
Q2 		$8.4K Buy
+200
New +$8.84K ﹤0.01% 339

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 22.9% 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

Unique Wealth Strategies's IAU Position: Q2 2026 in Review

Unique Wealth Strategies reduced its iShares Gold Trust (IAU) stake by 0.53% in Q2 2026, selling an estimated $2.12K and leaving 4,668 shares worth $352K. The position accounts for 0.13% of the portfolio, ranked #175.

Unique Wealth Strategies first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. The position peaked at $414K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Unique Wealth Strategies held 4,668 shares of iShares Gold Trust worth $352K as of Q2 2026.
  • Unique Wealth Strategies sold 25 iShares Gold Trust shares in Q2 2026, an estimated $2.12K.
  • iShares Gold Trust made up 0.13% of Unique Wealth Strategies's portfolio in Q2 2026, its #175 holding.
  • Unique Wealth Strategies first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • Unique Wealth Strategies's iShares Gold Trust position peaked at $414K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.