Unique Wealth’s iShares Gold Trust IAU Stock Holding History

Unique Wealth’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	$2.94M	Buy	38,947 +1,341	+4%	+$114K	0.34%	54
2026 Q1	$3.32M	Sell	37,606 -16,299	-30%	-$1.5M	0.46%	49
2025 Q4	$4.38M	Sell	53,905 -4,273	-7%	-$334K	0.61%	39
2025 Q3	$4.23M	Buy	58,178 +6,599	+13%	+$430K	0.62%	41
2025 Q2	$3.22M	Buy	51,579 +6,649	+15%	+$412K	0.52%	46
2025 Q1	$2.65M	Buy	44,930 +31,594	+237%	+$1.71M	0.5%	47
2024 Q4	$660K	Buy	13,336 +8,795	+194%	+$442K	0.14%	80
2024 Q3	$226K	Buy	+4,541	New	+$213K	0.05%	109

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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

Unique Wealth's IAU Position: Q2 2026 in Review

Unique Wealth increased its iShares Gold Trust (IAU) stake by 3.6% in Q2 2026, buying an estimated $114K and bringing the position to 38,947 shares worth $2.94M. The position accounts for 0.34% of the portfolio, ranked #54.

Unique Wealth first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.38M in Q4 2025. 862 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Unique Wealth held 38,947 shares of iShares Gold Trust worth $2.94M as of Q2 2026.
Unique Wealth bought 1,341 iShares Gold Trust shares in Q2 2026, an estimated $114K.
iShares Gold Trust made up 0.34% of Unique Wealth's portfolio in Q2 2026, its #54 holding.
Unique Wealth first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Unique Wealth's iShares Gold Trust position peaked at $4.38M in Q4 2025.
862 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.