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RAFFA WEALTH MANAGEMENT, LLC’s iShares Gold Trust IAU Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$124K Hold
1,646
– – 0.02% 115
2026
Q1 		$145K Sell
1,646
-830
-34% -$76.1K 0.02% 102
2025
Q4 		$201K Hold
2,476
– – 0.03% 89
2025
Q3 		$180K Hold
2,476
– – 0.03% 88
2025
Q2 		$154K Buy
+2,476
New +$153K 0.03% 98
2018
Q2 		– Sell
-1,955
Closed -$49.8K – 729
2018
Q1 		$49.8K Hold
1,955
– – 0.02% 122
2017
Q4 		$48.9K Hold
1,955
– – 0.02% 127
2017
Q3 		$48.1K Hold
1,955
– – 0.02% 132
2017
Q2 		$46.7K Hold
1,955
– – 0.02% 128
2017
Q1 		$46.9K Hold
1,955
– – 0.02% 101
2016
Q4 		$43.3K Hold
1,955
– – 0.02% 104
2016
Q3 		$49.6K Buy
1,955
+978
+100% +$25.2K 0.03% 86
2016
Q2 		$24.9K Hold
977
– – 0.01% 124
2016
Q1 		$23.2K Hold
977
– – 0.01% 136
2015
Q4 		$20K Buy
+977
New +$20.8K 0.01% 136

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IAU Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,646 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #115.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IAU in Q4 2015 and has held it in 15 quarters since. The position peaked at $201K in Q4 2025. 747 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1,646 shares of iShares Gold Trust worth $124K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #115 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in iShares Gold Trust in Q4 2015 and has held it in 15 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's iShares Gold Trust position peaked at $201K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.