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Waldron Private Wealth’s iShares Gold Trust IAU Stock Holding History

Waldron Private 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 		$2.59M Hold
34,341
– – 0.09% 81
2026
Q1 		$3.03M Sell
34,341
-750
-2% -$68.8K 0.12% 76
2025
Q4 		$2.85M Buy
35,091
+960
+3% +$75.1K 0.11% 74
2025
Q3 		$2.48M Buy
+34,131
New +$2.23M 0.1% 81

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Waldron Private Wealth's IAU Position: Q2 2026 in Review

Waldron Private Wealth held its iShares Gold Trust (IAU) position steady in Q2 2026 at 34,341 shares worth $2.59M. The position accounts for 0.09% of the portfolio, ranked #81.

Waldron Private Wealth first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.03M in Q1 2026. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Waldron Private Wealth held 34,341 shares of iShares Gold Trust worth $2.59M as of Q2 2026.
  • Waldron Private Wealth left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.09% of Waldron Private Wealth's portfolio in Q2 2026, its #81 holding.
  • Waldron Private Wealth first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Waldron Private Wealth's iShares Gold Trust position peaked at $3.03M in Q1 2026.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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