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

Venturi 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 		$2.24M Buy
29,608
+2,921
+11% +$248K 0.09% 124
2026
Q1 		$2.35M Buy
26,687
+494
+2% +$45.3K 0.11% 109
2025
Q4 		$2.13M Sell
26,193
-60
-0.2% -$4.69K 0.09% 119
2025
Q3 		$1.91M Buy
26,253
+1,531
+6% +$99.9K 0.09% 122
2025
Q2 		$1.54M Sell
24,722
-79
-0.3% -$4.89K 0.08% 152
2025
Q1 		$1.46M Buy
24,801
+4,979
+25% +$269K 0.08% 149
2024
Q4 		$981K Buy
19,822
+5,954
+43% +$299K 0.05% 211
2024
Q3 		$689K Hold
13,868
– – 0.04% 233
2024
Q2 		$609K Buy
13,868
+1,388
+11% +$61.3K 0.04% 248
2024
Q1 		$524K Sell
12,480
-11,429
-48% -$448K 0.03% 262
2023
Q4 		$933K Hold
23,909
– – 0.07% 180
2023
Q3 		$837K Sell
23,909
-606
-2% -$22.1K 0.07% 184
2023
Q2 		$892K Buy
24,515
+21,977
+866% +$824K 0.07% 175
2023
Q1 		$94.8K Buy
+2,538
New +$91.1K 0.01% 411

Other funds holding IAU

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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Venturi Wealth Management increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $248K and bringing the position to 29,608 shares worth $2.24M. The position accounts for 0.09% of the portfolio, ranked #124.

Venturi Wealth Management first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.35M in Q1 2026. 524 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Venturi Wealth Management held 29,608 shares of iShares Gold Trust worth $2.24M as of Q2 2026.
  • Venturi Wealth Management bought 2,921 iShares Gold Trust shares in Q2 2026, an estimated $248K.
  • iShares Gold Trust made up 0.09% of Venturi Wealth Management's portfolio in Q2 2026, its #124 holding.
  • Venturi Wealth Management first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Venturi Wealth Management's iShares Gold Trust position peaked at $2.35M in Q1 2026.
  • 524 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.