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Warren Street Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Warren Street Wealth 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 		$355K Hold
4,695
– – 0.08% 97
2026
Q1 		$414K Sell
4,695
-32
-0.7% -$2.94K 0.11% 75
2025
Q4 		$384K Hold
4,727
– – 0.11% 70
2025
Q3 		$344K Sell
4,727
-86
-2% -$5.61K 0.1% 87
2025
Q2 		$300K Sell
4,813
-10
-0.2% -$620 0.1% 93
2025
Q1 		$284K Buy
4,823
+5
+0.1% +$270 0.11% 82
2024
Q4 		$239K Sell
4,818
-125
-3% -$6.28K 0.1% 88
2024
Q3 		$246K Sell
4,943
-165
-3% -$7.72K 0.1% 85
2024
Q2 		$224K Sell
5,108
-453
-8% -$20K 0.11% 87
2024
Q1 		$234K Sell
5,561
-304
-5% -$11.9K 0.12% 85
2023
Q4 		$229K Sell
5,865
-68
-1% -$2.54K 0.13% 81
2023
Q3 		$208K Sell
5,933
-21
-0.4% -$766 0.14% 77
2023
Q2 		$217K Buy
5,954
+76
+1% +$2.85K 0.14% 71
2023
Q1 		$220K Sell
5,878
-23
-0.4% -$825 0.16% 64
2022
Q4 		$204K Buy
+5,901
New +$194K 0.16% 63
2022
Q3 		– Sell
-6,337
Closed -$217K – 54
2022
Q2 		$217K Sell
6,337
-236
-4% -$8.4K 0.21% 48
2022
Q1 		$242K Sell
6,573
-425
-6% -$15.2K 0.21% 46
2021
Q4 		$244K Buy
+6,998
New +$239K 0.23% 46

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Warren Street Wealth Advisors's IAU Position: Q2 2026 in Review

Warren Street Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,695 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #97.

Warren Street Wealth Advisors first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $414K in Q1 2026. 877 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Warren Street Wealth Advisors held 4,695 shares of iShares Gold Trust worth $355K as of Q2 2026.
  • Warren Street Wealth Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.08% of Warren Street Wealth Advisors's portfolio in Q2 2026, its #97 holding.
  • Warren Street Wealth Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Warren Street Wealth Advisors's iShares Gold Trust position peaked at $414K in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.