WealthGarden F.S.’s iShares Gold Trust IAU Stock Holding History

WealthGarden F.S.’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	$1.96M	Buy	25,960 +2,415	+10%	+$205K	1.11%	20
2026 Q1	$2.08M	Sell	23,545 -2,978	-11%	-$273K	1.42%	16
2025 Q4	$2.52M	Buy	26,523 +2,366	+10%	+$185K	1.66%	14
2025 Q3	$1.99M	Buy	24,157 +2,692	+13%	+$176K	1.42%	20
2025 Q2	$1.33M	Buy	21,465 +2,978	+16%	+$185K	1.1%	26
2025 Q1	$1.09M	Buy	18,487 +1,778	+11%	+$96.2K	1.05%	29
2024 Q4	$827K	Buy	16,709 +5,355	+47%	+$269K	0.77%	40
2024 Q3	$564K	Hold	11,354	–	–	0.55%	60
2024 Q2	$499K	Buy	+11,354	New	+$502K	0.53%	65

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

WealthGarden F.S.'s IAU Position: Q2 2026 in Review

WealthGarden F.S. increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $205K and bringing the position to 25,960 shares worth $1.96M. The position accounts for 1.11% of the portfolio, ranked #20.

WealthGarden F.S. first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.52M in Q4 2025. 962 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

WealthGarden F.S. held 25,960 shares of iShares Gold Trust worth $1.96M as of Q2 2026.
WealthGarden F.S. bought 2,415 iShares Gold Trust shares in Q2 2026, an estimated $205K.
iShares Gold Trust made up 1.11% of WealthGarden F.S.'s portfolio in Q2 2026, its #20 holding.
WealthGarden F.S. first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
WealthGarden F.S.'s iShares Gold Trust position peaked at $2.52M in Q4 2025.
962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WealthGarden F.S.'s 13F filing for Q2 2026, filed 31 Jul 2026.