Weaver Consulting Group’s iShares Gold Trust IAU Stock Holding History

Weaver Consulting Group’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	$231K	Hold	3,064	–	–	0.05%	265
2026 Q1	$270K	Buy	3,064 +21	+0.7%	+$1.93K	0.06%	221
2025 Q4	$247K	Buy	3,043 +88	+3%	+$6.88K	0.06%	235
2025 Q3	$215K	Buy	+2,955	New	+$193K	0.05%	245
2020 Q4	–	Sell	-1,286	Closed	-$46K	–	470
2020 Q3	$46K	Sell	1,286 -98	-7%	-$3.58K	0.03%	273
2020 Q2	$47K	Buy	1,384 +30	+2%	+$983	0.03%	264
2020 Q1	$41K	Sell	1,354 -94	-6%	-$2.84K	0.03%	241
2019 Q4	$41K	Sell	1,448 -2,847	-66%	-$80.8K	0.02%	260
2019 Q3	$118K	Sell	4,295 -551	-11%	-$15.5K	0.06%	149
2019 Q2	$131K	Sell	4,846 -173	-3%	-$4.34K	0.07%	130
2019 Q1	$128K	Buy	+5,019	New	+$125K	0.04%	275

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

Weaver Consulting Group's IAU Position: Q2 2026 in Review

Weaver Consulting Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,064 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #265.

Weaver Consulting Group first reported a position in IAU in Q1 2019 and has held it in 11 quarters since. The position peaked at $270K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Weaver Consulting Group held 3,064 shares of iShares Gold Trust worth $231K as of Q2 2026.
Weaver Consulting Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.05% of Weaver Consulting Group's portfolio in Q2 2026, its #265 holding.
Weaver Consulting Group first reported a position in iShares Gold Trust in Q1 2019 and has held it in 11 quarters since.
Weaver Consulting Group's iShares Gold Trust position peaked at $270K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Weaver Consulting Group's 13F filing for Q2 2026, filed 29 Jul 2026.