UWM
IAU icon

Urban Wealth Management’s iShares Gold Trust IAU Stock Holding History

Urban Wealth Management’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 		$779K Sell
10,322
-235
-2% -$19.9K 0.68% 32
2026
Q1 		$931K Hold
10,557
– – 0.95% 24
2025
Q4 		$857K Buy
+10,557
New +$826K 0.8% 33
2020
Q4 		$5.99M Buy
+165,164
New +$5.91M 4.98% 5

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
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

Urban Wealth Management's IAU Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.2% in Q2 2026, selling an estimated $19.9K and leaving 10,322 shares worth $779K. The position accounts for 0.68% of the portfolio, ranked #32.

Urban Wealth Management first reported a position in IAU in Q4 2020 and has held it in 4 quarters since. The position peaked at $5.99M in Q4 2020. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Urban Wealth Management held 10,322 shares of iShares Gold Trust worth $779K as of Q2 2026.
  • Urban Wealth Management sold 235 iShares Gold Trust shares in Q2 2026, an estimated $19.9K.
  • iShares Gold Trust made up 0.68% of Urban Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Urban Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares Gold Trust position peaked at $5.99M in Q4 2020.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.