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Wedmont Private Capital’s iShares Gold Trust IAU Stock Holding History

Wedmont Private Capital’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 		$1.22M Buy
15,810
+3,078
+24% +$261K 0.03% 299
2026
Q1 		$1.13M Sell
12,732
-1,481
-10% -$136K 0.04% 285
2025
Q4 		$1.19M Buy
14,213
+2,192
+18% +$171K 0.04% 248
2025
Q3 		$902K Buy
12,021
+4,821
+67% +$315K 0.03% 299
2025
Q2 		$450K Buy
7,200
+3,683
+105% +$228K 0.02% 457
2025
Q1 		$214K Buy
+3,517
New +$190K 0.01% 634

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Wedmont Private Capital's IAU Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Gold Trust (IAU) stake by 24% in Q2 2026, buying an estimated $261K and bringing the position to 15,810 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #299.

Wedmont Private Capital first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 361 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wedmont Private Capital held 15,810 shares of iShares Gold Trust worth $1.22M as of Q2 2026.
  • Wedmont Private Capital bought 3,078 iShares Gold Trust shares in Q2 2026, an estimated $261K.
  • iShares Gold Trust made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #299 holding.
  • Wedmont Private Capital first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 361 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.