Wealthstar Advisors’s iShares Gold Trust IAU Stock Holding History

Wealthstar 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	$1.32M	Buy	17,448 +2,614	+18%	+$222K	0.38%	46
2026 Q1	$1.31M	Buy	14,834 +399	+3%	+$36.6K	0.61%	36
2025 Q4	$1.17M	Sell	14,435 -7,782	-35%	-$609K	0.52%	40
2025 Q3	$1.62M	Buy	22,217 +6,048	+37%	+$395K	0.64%	33
2025 Q2	$1.01M	Sell	16,169 -27,418	-63%	-$1.7M	0.38%	52
2025 Q1	$2.57M	Sell	43,587 -17,256	-28%	-$933K	1.18%	14
2024 Q4	$3.01M	Buy	+60,843	New	+$3.06M	1.31%	11
2024 Q2	–	Sell	-62,328	Closed	-$2.62M	–	70
2024 Q1	$2.62M	Buy	62,328 +3,604	+6%	+$141K	0.91%	12
2023 Q4	$2.29M	Sell	58,724 -14,170	-19%	-$530K	0.37%	16
2023 Q3	$2.55M	Sell	72,894 -12,064	-14%	-$440K	0.98%	12
2023 Q2	$3.09M	Sell	84,958 -727	-0.8%	-$27.3K	1.3%	8
2023 Q1	$3.2M	Sell	85,685 -963	-1%	-$34.6K	1.21%	9
2022 Q4	$2.98M	Sell	86,648 -1,067	-1%	-$35K	1.35%	9
2022 Q3	$2.76M	Sell	87,715 -23,165	-21%	-$759K	1.31%	10
2022 Q2	$3.81M	Buy	110,880 +9,049	+9%	+$322K	1.47%	14
2022 Q1	$3.75M	Buy	+101,831	New	+$3.64M	1.39%	14

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

Wealthstar Advisors's IAU Position: Q2 2026 in Review

Wealthstar Advisors increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $222K and bringing the position to 17,448 shares worth $1.32M. The position accounts for 0.38% of the portfolio, ranked #46.

Wealthstar Advisors first reported a position in IAU in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.81M in Q2 2022. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Wealthstar Advisors held 17,448 shares of iShares Gold Trust worth $1.32M as of Q2 2026.
Wealthstar Advisors bought 2,614 iShares Gold Trust shares in Q2 2026, an estimated $222K.
iShares Gold Trust made up 0.38% of Wealthstar Advisors's portfolio in Q2 2026, its #46 holding.
Wealthstar Advisors first reported a position in iShares Gold Trust in Q1 2022 and has held it in 16 quarters since.
Wealthstar Advisors's iShares Gold Trust position peaked at $3.81M in Q2 2022.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.