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Wellspring Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Wellspring Financial 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 		$7.4M Buy
98,043
+57
+0.1% +$4.84K 0.49% 29
2026
Q1 		$8.64M Sell
97,986
-3,076
-3% -$282K 0.65% 28
2025
Q4 		$8.2M Sell
101,062
-1,672
-2% -$131K 0.65% 28
2025
Q3 		$7.48M Hold
102,734
– – 0.69% 25
2025
Q2 		$6.41M Hold
102,734
– – 0.64% 24
2025
Q1 		$6.06M Buy
102,734
+1,741
+2% +$94.2K 0.67% 23
2024
Q4 		$5M Sell
100,993
-3,190
-3% -$160K 0.52% 26
2024
Q3 		$5.18M Sell
104,183
-31,041
-23% -$1.45M 0.62% 25
2024
Q2 		$5.94M Sell
135,224
-5,280
-4% -$233K 0.81% 23
2024
Q1 		$5.9M Sell
140,504
-20,173
-13% -$791K 0.93% 22
2023
Q4 		$6.27M Sell
160,677
-2,093
-1% -$78.3K 1.56% 20
2023
Q3 		$5.7M Sell
162,770
-1,875
-1% -$68.4K 1.67% 18
2023
Q2 		$5.99M Sell
164,645
-10,076
-6% -$378K 1.7% 18
2023
Q1 		$6.53M Sell
174,721
-710
-0.4% -$25.5K 1.94% 14
2022
Q4 		$6.07M Sell
175,431
-17,652
-9% -$580K 2.02% 15
2022
Q3 		$6.09M Sell
193,083
-10,415
-5% -$341K 2.25% 17
2022
Q2 		$6.98M Sell
203,498
-76,288
-27% -$2.71M 2.43% 14
2022
Q1 		$10.3M Buy
279,786
+35,332
+14% +$1.26M 3.04% 10
2021
Q4 		$8.47M Buy
244,454
+1,319
+0.5% +$45.1K 2.36% 14
2021
Q3 		$8.09M Sell
243,135
-4,260
-2% -$145K 2.44% 14
2021
Q2 		$8.3M Sell
247,395
-83,204
-25% -$2.88M 2.61% 11
2021
Q1 		$9.96M Sell
330,599
-37,251
-10% -$1.27M 4.81% 7
2020
Q4 		$13.3M Buy
367,850
+8,327
+2% +$298K 4.66% 5
2020
Q3 		$12.9M Sell
359,523
-212
-0.1% -$7.74K 5.07% 5
2020
Q2 		$12.2M Buy
359,735
+29,136
+9% +$955K 5.05% 5
2020
Q1 		$9.96M Buy
+330,599
New +$9.99M 4.81% 7

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wellspring Financial Advisors's IAU Position: Q2 2026 in Review

Wellspring Financial Advisors increased its iShares Gold Trust (IAU) stake by 0.06% in Q2 2026, buying an estimated $4.84K and bringing the position to 98,043 shares worth $7.4M. The position accounts for 0.49% of the portfolio, ranked #29.

Wellspring Financial Advisors first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.3M in Q4 2020. 672 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wellspring Financial Advisors held 98,043 shares of iShares Gold Trust worth $7.4M as of Q2 2026.
  • Wellspring Financial Advisors bought 57 iShares Gold Trust shares in Q2 2026, an estimated $4.84K.
  • iShares Gold Trust made up 0.49% of Wellspring Financial Advisors's portfolio in Q2 2026, its #29 holding.
  • Wellspring Financial Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Wellspring Financial Advisors's iShares Gold Trust position peaked at $13.3M in Q4 2020.
  • 672 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.