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Walkner Condon Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Walkner Condon Financial Advisors’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 		$2.81M Buy
37,179
+25
+0.1% +$2.12K 0.32% 63
2026
Q1 		$3.28M Sell
37,154
-1,059
-3% -$97.1K 0.43% 53
2025
Q4 		$3.1M Sell
38,213
-572
-1% -$44.7K 0.43% 55
2025
Q3 		$2.82M Sell
38,785
-146
-0.4% -$9.52K 0.45% 50
2025
Q2 		$2.43M Sell
38,931
-3,955
-9% -$245K 0.45% 55
2025
Q1 		$2.53M Buy
42,886
+679
+2% +$36.7K 0.51% 52
2024
Q4 		$2.09M Sell
42,207
-734
-2% -$36.9K 0.42% 58
2024
Q3 		$2.13M Sell
42,941
-125
-0.3% -$5.85K 0.44% 56
2024
Q2 		$1.89M Sell
43,066
-417
-1% -$18.4K 0.41% 59
2024
Q1 		$1.83M Sell
43,483
-21
-0% -$823 0.39% 65
2023
Q4 		$1.7M Buy
43,504
+1,160
+3% +$43.4K 0.39% 66
2023
Q3 		$1.48M Buy
42,344
+43
+0.1% +$1.57K 0.39% 66
2023
Q2 		$1.54M Sell
42,301
-650
-2% -$24.4K 0.41% 60
2023
Q1 		$1.61M Sell
42,951
-92
-0.2% -$3.3K 0.45% 55
2022
Q4 		$1.49M Sell
43,043
-3,144
-7% -$103K 0.45% 55
2022
Q3 		$1.46M Buy
46,187
+4,294
+10% +$141K 0.47% 49
2022
Q2 		$1.44M Buy
41,893
+2,023
+5% +$72K 0.45% 56
2022
Q1 		$1.47M Sell
39,870
-15,880
-28% -$567K 0.42% 57
2021
Q4 		$1.94M Buy
+55,750
New +$1.91M 1.26% 23
2021
Q2 		– Sell
-49,319
Closed -$1.6M – 172
2021
Q1 		$1.6M Buy
49,319
+2,489
+5% +$85.1K 0.62% 41
2020
Q4 		$1.7M Buy
46,830
+11,415
+32% +$409K 0.73% 32
2020
Q3 		$1.27M Buy
+35,415
New +$1.29M 0.68% 38

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

Walkner Condon Financial Advisors's IAU Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its iShares Gold Trust (IAU) stake by 0.07% in Q2 2026, buying an estimated $2.12K and bringing the position to 37,179 shares worth $2.81M. The position accounts for 0.32% of the portfolio, ranked #63.

Walkner Condon Financial Advisors first reported a position in IAU in Q3 2020 and has held it in 22 quarters since. The position peaked at $3.28M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Walkner Condon Financial Advisors held 37,179 shares of iShares Gold Trust worth $2.81M as of Q2 2026.
  • Walkner Condon Financial Advisors bought 25 iShares Gold Trust shares in Q2 2026, an estimated $2.12K.
  • iShares Gold Trust made up 0.32% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #63 holding.
  • Walkner Condon Financial Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's iShares Gold Trust position peaked at $3.28M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.