WBH Advisory’s iShares Gold Trust IAU Stock Holding History

WBH Advisory’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 Q1	$617K	Sell	6,879 -667	-9%	-$61.2K	0.05%	211
2025 Q4	$613K	Sell	7,546 -378	-5%	-$29.6K	0.05%	216
2025 Q3	$577K	Sell	7,924 -134	-2%	-$8.74K	0.04%	222
2025 Q2	$502K	Sell	8,058 -7	-0.1%	-$434	0.04%	224
2025 Q1	$476K	Sell	8,065 -31,360	-80%	-$1.7M	0.04%	220
2024 Q4	$1.95M	Sell	39,425 -103	-0.3%	-$5.18K	0.18%	97
2024 Q3	$1.96M	Sell	39,528 -6	-0%	-$281	0.19%	96
2024 Q2	$1.74M	Sell	39,534 -2,360	-6%	-$104K	0.18%	101
2024 Q1	$1.76M	Sell	41,894 -4,814	-10%	-$189K	0.18%	98
2023 Q4	$1.82M	Sell	46,708 -3,446	-7%	-$129K	0.2%	93
2023 Q3	$1.75M	Buy	50,154 +573	+1%	+$20.9K	0.22%	95
2023 Q2	$1.8M	Sell	49,581 -532	-1%	-$19.9K	0.21%	98
2023 Q1	$1.87M	Buy	+50,113	New	+$1.8M	0.23%	92
2022 Q3	$1.68M	Sell	53,310 -722	-1%	-$23.7K	0.24%	93
2022 Q2	$1.78M	Sell	54,032 -932	-2%	-$33.2K	0.24%	95
2022 Q1	$1.98M	Sell	54,964 -7,720	-12%	-$276K	0.24%	88
2021 Q4	$2.18M	Sell	62,684 -4,888	-7%	-$167K	0.25%	85
2021 Q3	$2.26M	Sell	67,572 -4,312	-6%	-$147K	0.3%	74
2021 Q2	$2.46M	Buy	71,884 +1,375	+2%	+$47.5K	0.36%	63
2021 Q1	$2.29M	Buy	+70,509	New	+$2.41M	0.37%	63

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBH Advisory's IAU Position: Q1 2026 in Review

WBH Advisory reduced its iShares Gold Trust (IAU) stake by 8.8% in Q1 2026, selling an estimated $61.2K and leaving 6,879 shares worth $617K. The position accounts for 0.05% of the portfolio, ranked #211.

WBH Advisory first reported a position in IAU in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.46M in Q2 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

WBH Advisory held 6,879 shares of iShares Gold Trust worth $617K as of Q1 2026.
WBH Advisory sold 667 iShares Gold Trust shares in Q1 2026, an estimated $61.2K.
iShares Gold Trust made up 0.05% of WBH Advisory's portfolio in Q1 2026, its #211 holding.
WBH Advisory first reported a position in iShares Gold Trust in Q1 2021 and has held it in 20 quarters since.
WBH Advisory's iShares Gold Trust position peaked at $2.46M in Q2 2021.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.