Wealthfront Advisers
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Wealthfront Advisers’s iShares Gold Trust IAU Stock Holding History

Wealthfront Advisers’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 		$4.69M Sell
62,143
-3,938
-6% -$334K 0.01% 448
2026
Q1 		$5.83M Buy
66,081
+20,442
+45% +$1.88M 0.01% 388
2025
Q4 		$3.7M Buy
45,639
+8,133
+22% +$636K 0.01% 469
2025
Q3 		$2.73M Buy
37,506
+31,728
+549% +$2.07M 0.01% 518
2025
Q2 		$360K Buy
+5,778
New +$358K ﹤0.01% 837

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealthfront Advisers's IAU Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Gold Trust (IAU) stake by 6% in Q2 2026, selling an estimated $334K and leaving 62,143 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #448.

Wealthfront Advisers first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.83M in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealthfront Advisers held 62,143 shares of iShares Gold Trust worth $4.69M as of Q2 2026.
  • Wealthfront Advisers sold 3,938 iShares Gold Trust shares in Q2 2026, an estimated $334K.
  • iShares Gold Trust made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #448 holding.
  • Wealthfront Advisers first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Wealthfront Advisers's iShares Gold Trust position peaked at $5.83M in Q1 2026.
  • 1,591 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.