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Wealth Management Associates’s iShares Gold Trust IAU Stock Holding History

Wealth Management Associates’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 		$1.35M Buy
17,841
+163
+0.9% +$13.8K 0.37% 54
2026
Q1 		$1.56M Sell
17,678
-90
-0.5% -$8.26K 0.54% 43
2025
Q4 		$1.44M Sell
17,768
-100
-0.6% -$7.82K 0.5% 45
2025
Q3 		$1.3M Buy
17,868
+10
+0.1% +$652 0.46% 48
2025
Q2 		$1.11M Sell
17,858
-510
-3% -$31.6K 0.43% 52
2025
Q1 		$1.08M Hold
18,368
– – 0.46% 50
2024
Q4 		$909K Hold
18,368
– – 0.39% 57
2024
Q3 		$913K Buy
18,368
+440
+2% +$20.6K 0.4% 56
2024
Q2 		$788K Hold
17,928
– – 0.37% 59
2024
Q1 		$788K Buy
17,928
+483
+3% +$18.9K 0.37% 59
2023
Q4 		$681K Sell
17,445
-185
-1% -$6.92K 0.36% 64
2023
Q3 		$617K Buy
17,630
+845
+5% +$30.8K 0.36% 66
2023
Q2 		$611K Sell
16,785
-437
-3% -$16.4K 0.35% 65
2023
Q1 		$644K Hold
17,222
– – 0.4% 63
2022
Q4 		$596K Hold
17,222
– – 0.4% 63
2022
Q3 		$543K Hold
17,222
– – 0.38% 64
2022
Q2 		$591K Buy
17,222
+150
+0.9% +$5.34K 0.4% 58
2022
Q1 		$629K Buy
17,072
+50
+0.3% +$1.79K 0.36% 68
2021
Q4 		$593K Hold
17,022
– – 0.32% 84
2021
Q3 		$569K Buy
17,022
+305
+2% +$10.4K 0.33% 75
2021
Q2 		$564K Buy
16,717
+197
+1% +$6.81K 0.32% 75
2021
Q1 		$537K Buy
16,520
+770
+5% +$26.3K 0.34% 70
2020
Q4 		$571K Buy
15,750
+5,478
+53% +$196K 0.38% 66
2020
Q3 		$370K Buy
10,272
+1,827
+22% +$66.7K 0.29% 84
2020
Q2 		$287K Buy
+8,445
New +$277K 0.24% 102

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

Wealth Management Associates's IAU Position: Q2 2026 in Review

Wealth Management Associates increased its iShares Gold Trust (IAU) stake by 0.92% in Q2 2026, buying an estimated $13.8K and bringing the position to 17,841 shares worth $1.35M. The position accounts for 0.37% of the portfolio, ranked #54.

Wealth Management Associates first reported a position in IAU in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.56M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealth Management Associates held 17,841 shares of iShares Gold Trust worth $1.35M as of Q2 2026.
  • Wealth Management Associates bought 163 iShares Gold Trust shares in Q2 2026, an estimated $13.8K.
  • iShares Gold Trust made up 0.37% of Wealth Management Associates's portfolio in Q2 2026, its #54 holding.
  • Wealth Management Associates first reported a position in iShares Gold Trust in Q2 2020 and has held it in 25 quarters since.
  • Wealth Management Associates's iShares Gold Trust position peaked at $1.56M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.