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Wiser Advisor Group’s iShares Gold Trust IAU Stock Holding History

Wiser Advisor 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 		$2.04K Hold
27
– – ﹤0.01% 221
2026
Q1 		$2.38K Hold
27
– – ﹤0.01% 211
2025
Q4 		$2.19K Hold
27
– – ﹤0.01% 219
2025
Q3 		$1.97K Buy
+27
New +$1.76K ﹤0.01% 231
2025
Q2 		– Sell
-27
Closed -$1.59K – 136
2025
Q1 		$1.59K Hold
27
– – ﹤0.01% 240
2024
Q4 		$1.34K Hold
27
– – ﹤0.01% 248
2024
Q3 		$1.34K Hold
27
– – ﹤0.01% 248
2024
Q2 		$1.19K Hold
27
– – ﹤0.01% 280
2024
Q1 		$1.13K Hold
27
– – ﹤0.01% 282
2023
Q4 		$1.05K Buy
+27
New +$1.01K ﹤0.01% 282

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

Wiser Advisor Group's IAU Position: Q2 2026 in Review

Wiser Advisor Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 27 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Wiser Advisor Group first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.38K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wiser Advisor Group held 27 shares of iShares Gold Trust worth $2.04K as of Q2 2026.
  • Wiser Advisor Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Wiser Advisor Group's portfolio in Q2 2026, its #221 holding.
  • Wiser Advisor Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's iShares Gold Trust position peaked at $2.38K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.