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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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. 668 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.
  • 668 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.