WWA
IAU icon

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

Wealth Watch 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 		$3.3M Sell
43,640
-8,281
-16% -$703K 1.07% 21
2026
Q1 		$4.58M Buy
51,921
+10,236
+25% +$939K 1.92% 12
2025
Q4 		$3.38M Buy
41,685
+18,045
+76% +$1.41M 1.25% 15
2025
Q3 		$1.72M Buy
23,640
+13,327
+129% +$869K 0.71% 28
2025
Q2 		$643K Buy
+10,313
New +$639K 0.37% 42

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 Watch Advisors's IAU Position: Q2 2026 in Review

Wealth Watch Advisors reduced its iShares Gold Trust (IAU) stake by 16% in Q2 2026, selling an estimated $703K and leaving 43,640 shares worth $3.3M. The position accounts for 1.07% of the portfolio, ranked #21.

Wealth Watch Advisors first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.58M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealth Watch Advisors held 43,640 shares of iShares Gold Trust worth $3.3M as of Q2 2026.
  • Wealth Watch Advisors sold 8,281 iShares Gold Trust shares in Q2 2026, an estimated $703K.
  • iShares Gold Trust made up 1.07% of Wealth Watch Advisors's portfolio in Q2 2026, its #21 holding.
  • Wealth Watch Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Wealth Watch Advisors's iShares Gold Trust position peaked at $4.58M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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