WealthCollab’s iShares Gold Trust IAU Stock Holding History

WealthCollab’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	$574K	Hold	7,600	–	–	0.21%	53
2026 Q1	$670K	Buy	7,600 +318	+4%	+$29.2K	0.28%	43
2025 Q4	$591K	Buy	7,282 +368	+5%	+$28.8K	0.24%	50
2025 Q3	$503K	Buy	6,914 +3,914	+130%	+$255K	0.23%	50
2025 Q2	$187K	Hold	3,000	–	–	0.1%	71
2025 Q1	$177K	Hold	3,000	–	–	0.11%	65
2024 Q4	$149K	Hold	3,000	–	–	0.09%	74
2024 Q3	$149K	Hold	3,000	–	–	0.1%	75
2024 Q2	$132K	Hold	3,000	–	–	0.09%	75
2024 Q1	$126K	Hold	3,000	–	–	0.09%	77
2023 Q4	$117K	Buy	+3,000	New	+$112K	0.09%	77

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WealthCollab's IAU Position: Q2 2026 in Review

WealthCollab held its iShares Gold Trust (IAU) position steady in Q2 2026 at 7,600 shares worth $574K. The position accounts for 0.21% of the portfolio, ranked #53.

WealthCollab first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $670K in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

WealthCollab held 7,600 shares of iShares Gold Trust worth $574K as of Q2 2026.
WealthCollab left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.21% of WealthCollab's portfolio in Q2 2026, its #53 holding.
WealthCollab first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
WealthCollab's iShares Gold Trust position peaked at $670K in Q1 2026.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WealthCollab's 13F filing for Q2 2026, filed 10 Aug 2026.