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WCG Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

WCG 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 		$3.93M Sell
52,018
-21,914
-30% -$1.86M 0.09% 200
2026
Q1 		$6.52M Buy
73,932
+4,557
+7% +$418K 0.18% 124
2025
Q4 		$5.63M Buy
69,375
+5,462
+9% +$427K 0.16% 136
2025
Q3 		$4.65M Buy
63,913
+133
+0.2% +$8.68K 0.29% 85
2025
Q2 		$3.98M Sell
63,780
-999
-2% -$61.9K 0.26% 101
2025
Q1 		$3.82M Buy
64,779
+37,781
+140% +$2.04M 0.29% 94
2024
Q4 		$1.34M Sell
26,998
-884
-3% -$44.4K 0.09% 181
2024
Q3 		$1.39M Buy
27,882
+117
+0.4% +$5.48K 0.09% 192
2024
Q2 		$1.22M Sell
27,765
-5,178
-16% -$229K 0.09% 178
2024
Q1 		$1.38M Buy
32,943
+5,881
+22% +$231K 0.12% 156
2023
Q4 		$1.06M Sell
27,062
-1,330
-5% -$49.8K 0.08% 199
2023
Q3 		$998K Buy
28,392
+11,451
+68% +$418K 0.07% 198
2023
Q2 		$616K Buy
16,941
+1,403
+9% +$52.6K 0.07% 134
2023
Q1 		$581K Sell
15,538
-1,208
-7% -$43.4K 0.07% 136
2022
Q4 		$579K Buy
16,746
+497
+3% +$16.3K 0.08% 134
2022
Q3 		$512K Buy
16,249
+305
+2% +$9.99K 0.07% 179
2022
Q2 		$547K Buy
+15,944
New +$567K 0.08% 160

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

WCG Wealth Advisors's IAU Position: Q2 2026 in Review

WCG Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 30% in Q2 2026, selling an estimated $1.86M and leaving 52,018 shares worth $3.93M. The position accounts for 0.09% of the portfolio, ranked #200.

WCG Wealth Advisors first reported a position in IAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.52M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WCG Wealth Advisors held 52,018 shares of iShares Gold Trust worth $3.93M as of Q2 2026.
  • WCG Wealth Advisors sold 21,914 iShares Gold Trust shares in Q2 2026, an estimated $1.86M.
  • iShares Gold Trust made up 0.09% of WCG Wealth Advisors's portfolio in Q2 2026, its #200 holding.
  • WCG Wealth Advisors first reported a position in iShares Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • WCG Wealth Advisors's iShares Gold Trust position peaked at $6.52M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.