UAS
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United Asset Strategies’s iShares Gold Trust IAU Stock Holding History

United Asset 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 		$676K Sell
8,953
-485
-5% -$41.2K 0.05% 184
2026
Q1 		$832K Buy
9,438
+941
+11% +$86.3K 0.07% 155
2025
Q4 		$690K Sell
8,497
-5,693
-40% -$445K 0.05% 176
2025
Q3 		$1.03M Sell
14,190
-7,255
-34% -$473K 0.08% 145
2025
Q2 		$1.34M Sell
21,445
-8,643
-29% -$536K 0.11% 123
2025
Q1 		$1.77M Sell
30,088
-5,984
-17% -$324K 0.16% 108
2024
Q4 		$1.79M Sell
36,072
-1,725
-5% -$86.7K 0.16% 110
2024
Q3 		$1.88M Sell
37,797
-10,060
-21% -$471K 0.17% 110
2024
Q2 		$2.1M Buy
47,857
+21,528
+82% +$951K 0.21% 91
2024
Q1 		$1.11M Sell
26,329
-151
-0.6% -$5.92K 0.11% 138
2023
Q4 		$1.03M Buy
26,480
+622
+2% +$23.3K 0.12% 135
2023
Q3 		$905K Sell
25,858
-20,259
-44% -$739K 0.12% 140
2023
Q2 		$1.68M Buy
46,117
+21,925
+91% +$822K 0.21% 99
2023
Q1 		$904K Buy
24,192
+8,441
+54% +$303K 0.12% 140
2022
Q4 		$545K Sell
15,751
-2,061
-12% -$67.7K 0.08% 172
2022
Q3 		$562K Sell
17,812
-7,168
-29% -$235K 0.09% 144
2022
Q2 		$857K Buy
24,980
+409
+2% +$14.6K 0.12% 132
2022
Q1 		$905K Buy
24,571
+8,992
+58% +$321K 0.12% 128
2021
Q4 		$542K Buy
15,579
+1,321
+9% +$45.1K 0.06% 147
2021
Q3 		$476K Buy
14,258
+1,896
+15% +$64.6K 0.06% 151
2021
Q2 		$417K Sell
12,362
-2,108
-15% -$72.9K 0.06% 158
2021
Q1 		$471K Sell
14,470
-5,944
-29% -$203K 0.07% 147
2020
Q4 		$740K Buy
20,414
+29
+0.1% +$1.04K 0.12% 123
2020
Q3 		$733K Buy
20,385
+374
+2% +$13.7K 0.13% 108
2020
Q2 		$680K Buy
20,011
+198
+1% +$6.49K 0.13% 110
2020
Q1 		$597K Sell
19,813
-51,174
-72% -$1.55M 0.15% 115
2019
Q4 		$2.06M Buy
70,987
+334
+0.5% +$9.47K 0.4% 71
2019
Q3 		$1.99M Sell
70,653
-9,640
-12% -$272K 0.44% 70
2019
Q2 		$2.17M Sell
80,293
-2,197
-3% -$55.1K 0.5% 63
2019
Q1 		$2.04M Sell
82,490
-68,833
-45% -$1.72M 0.48% 62
2018
Q4 		$3.72M Sell
151,323
-1,224
-0.8% -$28.8K 1.02% 31
2018
Q3 		$3.49M Buy
152,547
+21,549
+16% +$501K 0.82% 46
2018
Q2 		$3.15M Sell
130,998
-1,499
-1% -$37.6K 0.83% 41
2018
Q1 		$3.37M Buy
132,497
+785
+0.6% +$20K 0.99% 37
2017
Q4 		$3.29M Buy
131,712
+11,601
+10% +$285K 0.88% 35
2017
Q3 		$2.96M Sell
120,111
-856
-0.7% -$21.1K 1.68% 20
2017
Q2 		$2.89M Sell
120,967
-107
-0.1% -$2.59K 0.86% 39
2017
Q1 		$2.91M Sell
121,074
-4,341
-3% -$102K 0.89% 38
2016
Q4 		$2.78M Sell
125,415
-3,392
-3% -$79.6K 0.91% 40
2016
Q3 		$3.27M Sell
128,807
-211
-0.2% -$5.43K 1.14% 34
2016
Q2 		$3.29M Sell
129,018
-314
-0.2% -$7.63K 1.24% 31
2016
Q1 		$3.07M Sell
129,332
-1,375
-1% -$31.5K 1.37% 28
2015
Q4 		$2.67M Buy
130,707
+27,192
+26% +$580K 1.16% 31
2015
Q3 		$2.23M Sell
103,515
-7,456
-7% -$162K 1.03% 33
2015
Q2 		$2.52M Sell
110,971
-2,040
-2% -$47.1K 1.12% 33
2015
Q1 		$2.59M Sell
113,011
-9,491
-8% -$224K 1.2% 30
2014
Q4 		$2.8M Buy
122,502
+111,172
+981% +$2.58M 1.2% 33
2014
Q3 		$265K Sell
11,330
-538
-5% -$13.4K 0.12% 108
2014
Q2 		$306K Buy
+11,868
New +$297K 0.15% 99
2014
Q1 		– Sell
-11,458
Closed -$268K – 111
2013
Q4 		$268K Buy
+11,458
New +$283K 0.18% 79

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

United Asset Strategies's IAU Position: Q2 2026 in Review

United Asset Strategies reduced its iShares Gold Trust (IAU) stake by 5.1% in Q2 2026, selling an estimated $41.2K and leaving 8,953 shares worth $676K. The position accounts for 0.05% of the portfolio, ranked #184.

United Asset Strategies first reported a position in IAU in Q4 2013 and has held it in 50 quarters since. The position peaked at $3.72M in Q4 2018. 618 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • United Asset Strategies held 8,953 shares of iShares Gold Trust worth $676K as of Q2 2026.
  • United Asset Strategies sold 485 iShares Gold Trust shares in Q2 2026, an estimated $41.2K.
  • iShares Gold Trust made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #184 holding.
  • United Asset Strategies first reported a position in iShares Gold Trust in Q4 2013 and has held it in 50 quarters since.
  • United Asset Strategies's iShares Gold Trust position peaked at $3.72M in Q4 2018.
  • 618 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.