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World Equity Group’s iShares Gold Trust IAU Stock Holding History

World Equity 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 		$648K Buy
8,576
+964
+13% +$81.8K 0.15% 162
2026
Q1 		$671K Sell
7,612
-2,606
-26% -$239K 0.17% 143
2025
Q4 		$829K Buy
10,218
+3,687
+56% +$288K 0.23% 99
2025
Q3 		$475K Sell
6,531
-3,988
-38% -$260K 0.11% 187
2025
Q2 		$656K Buy
10,519
+1,312
+14% +$81.3K 0.18% 128
2025
Q1 		$543K Buy
9,207
+4,395
+91% +$238K 0.16% 136
2024
Q4 		$238K Buy
+4,812
New +$242K 0.05% 313
2023
Q4 		– Sell
-6,044
Closed -$211K – 349
2023
Q3 		$211K Sell
6,044
-1,251
-17% -$45.7K 0.04% 314
2023
Q2 		$265K Buy
7,295
+4,716
+183% +$177K 0.08% 254
2023
Q1 		$828K Sell
2,579
-5,246
-67% -$188K 0.12% 192
2022
Q4 		$271K Sell
7,825
-396
-5% -$13K 0.06% 276
2022
Q3 		$259K Buy
8,221
+521
+7% +$17.1K 0.07% 265
2022
Q2 		$264K Buy
7,700
+250
+3% +$8.89K 0.07% 275
2022
Q1 		$274K Buy
+7,450
New +$266K 0.06% 288

Other funds holding IAU

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

World Equity Group's IAU Position: Q2 2026 in Review

World Equity Group increased its iShares Gold Trust (IAU) stake by 13% in Q2 2026, buying an estimated $81.8K and bringing the position to 8,576 shares worth $648K. The position accounts for 0.15% of the portfolio, ranked #162.

World Equity Group first reported a position in IAU in Q1 2022 and has held it in 14 quarters since. The position peaked at $829K in Q4 2025. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • World Equity Group held 8,576 shares of iShares Gold Trust worth $648K as of Q2 2026.
  • World Equity Group bought 964 iShares Gold Trust shares in Q2 2026, an estimated $81.8K.
  • iShares Gold Trust made up 0.15% of World Equity Group's portfolio in Q2 2026, its #162 holding.
  • World Equity Group first reported a position in iShares Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • World Equity Group's iShares Gold Trust position peaked at $829K in Q4 2025.
  • 469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.