VWA
IAU icon

Valued Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Valued Wealth Advisors’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 		$62.7K Hold
831
– – 0.02% 95
2026
Q1 		$73.3K Sell
831
-4
-0.5% -$367 0.03% 79
2025
Q4 		$67.8K Sell
835
-5
-0.6% -$391 0.03% 74
2025
Q3 		$61.1K Hold
840
– – 0.03% 76
2025
Q2 		$52.4K Hold
840
– – 0.03% 79
2025
Q1 		$49.5K Hold
840
– – 0.03% 90
2024
Q4 		$41.6K Buy
840
+333
+66% +$16.7K 0.03% 100
2024
Q3 		$25.2K Hold
507
– – 0.02% 129
2024
Q2 		$22.3K Hold
507
– – 0.02% 119
2024
Q1 		$21.3K Buy
+507
New +$19.9K 0.02% 119

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 22.96% 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

Valued Wealth Advisors's IAU Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 831 shares worth $62.7K. The position accounts for 0.02% of the portfolio, ranked #95.

Valued Wealth Advisors first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $73.3K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Valued Wealth Advisors held 831 shares of iShares Gold Trust worth $62.7K as of Q2 2026.
  • Valued Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #95 holding.
  • Valued Wealth Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's iShares Gold Trust position peaked at $73.3K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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