VW
IAU icon

Veridan Wealth’s iShares Gold Trust IAU Stock Holding History

Veridan 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 		$3.24M Buy
42,941
+2,052
+5% +$174K 1.1% 29
2026
Q1 		$3.6M Buy
40,889
+228
+0.6% +$20.9K 1.33% 27
2025
Q4 		$3.3M Sell
40,661
-991
-2% -$77.5K 1.11% 26
2025
Q3 		$3.03M Buy
+41,652
New +$2.72M 1.04% 27
2024
Q2 		$2.55M Buy
+40,971
New +$1.81M 1.03% 29

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

Veridan Wealth's IAU Position: Q2 2026 in Review

Veridan Wealth increased its iShares Gold Trust (IAU) stake by 5% in Q2 2026, buying an estimated $174K and bringing the position to 42,941 shares worth $3.24M. The position accounts for 1.1% of the portfolio, ranked #29.

Veridan Wealth first reported a position in IAU in Q2 2024 and has held it in 5 quarters since. The position peaked at $3.6M in Q1 2026. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Veridan Wealth held 42,941 shares of iShares Gold Trust worth $3.24M as of Q2 2026.
  • Veridan Wealth bought 2,052 iShares Gold Trust shares in Q2 2026, an estimated $174K.
  • iShares Gold Trust made up 1.1% of Veridan Wealth's portfolio in Q2 2026, its #29 holding.
  • Veridan Wealth first reported a position in iShares Gold Trust in Q2 2024 and has held it in 5 quarters since.
  • Veridan Wealth's iShares Gold Trust position peaked at $3.6M in Q1 2026.
  • 1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Veridan Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.