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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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 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. 563 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.
  • 563 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.