Vance Wealth’s iShares Gold Trust IAU Stock Holding History

Vance 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	$219K	Hold	2,899	–	–	0.05%	125
2026 Q1	$256K	Sell	2,899 -292	-9%	-$26.8K	0.07%	104
2025 Q4	$259K	Sell	3,191 -1,309	-29%	-$102K	0.08%	101
2025 Q3	$327K	Sell	4,500 -10	-0.2%	-$652	0.1%	89
2025 Q2	$281K	Sell	4,510 -9	-0.2%	-$558	0.09%	94
2025 Q1	$266K	Buy	4,519 +45	+1%	+$2.43K	0.1%	88
2024 Q4	$222K	Sell	4,474 -6	-0.1%	-$301	0.09%	92
2024 Q3	$223K	Buy	+4,480	New	+$210K	0.08%	91
2023 Q1	–	Sell	-7,401	Closed	-$256K	–	76
2022 Q4	$256K	Sell	7,401 -2,231	-23%	-$73.3K	0.16%	62
2022 Q3	$304K	Sell	9,632 -7	-0.1%	-$229	0.23%	50
2022 Q2	$331K	Sell	9,639 -15	-0.2%	-$534	0.26%	47
2022 Q1	$356K	Sell	9,654 -13	-0.1%	-$464	0.45%	38
2021 Q4	$337K	Buy	+9,667	New	+$330K	0.33%	38

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vance Wealth's IAU Position: Q2 2026 in Review

Vance Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,899 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #125.

Vance Wealth first reported a position in IAU in Q4 2021 and has held it in 13 quarters since. The position peaked at $356K in Q1 2022. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Vance Wealth held 2,899 shares of iShares Gold Trust worth $219K as of Q2 2026.
Vance Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.05% of Vance Wealth's portfolio in Q2 2026, its #125 holding.
Vance Wealth first reported a position in iShares Gold Trust in Q4 2021 and has held it in 13 quarters since.
Vance Wealth's iShares Gold Trust position peaked at $356K in Q1 2022.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.