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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,913 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.
  • 1,913 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.