Worth Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History

Worth Financial Advisory 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	$623K	Buy	+8,252	New	+$700K	0.26%	91
2026 Q1	–	Sell	-19,567	Closed	-$1.59M	–	96
2025 Q4	$1.59M	Buy	+19,567	New	+$1.53M	0.77%	27
2025 Q2	–	Sell	-20,507	Closed	-$1.21M	–	160
2025 Q1	$1.21M	Sell	20,507 -286	-1%	-$15.5K	0.77%	30
2024 Q4	$1.03M	Sell	20,793 -416	-2%	-$20.9K	0.63%	37
2024 Q3	$1.05M	Sell	21,209 -417	-2%	-$19.5K	0.62%	38
2024 Q2	$950K	Sell	21,626 -269	-1%	-$11.9K	0.62%	38
2024 Q1	$920K	Buy	21,895 +208	+1%	+$8.15K	0.64%	41
2023 Q4	$846K	Buy	21,687 +220	+1%	+$8.23K	0.68%	39
2023 Q3	$751K	Buy	21,467 +1,139	+6%	+$41.6K	0.68%	38
2023 Q2	$740K	Sell	20,328 -520	-2%	-$19.5K	0.69%	38
2023 Q1	$779K	Buy	+20,848	New	+$748K	0.74%	35

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Worth Financial Advisory Group's IAU Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 8,252 shares worth $623K. The stake represents 0.26% of the portfolio and ranks #91 among its holdings. This is a return to the name: Worth Financial Advisory Group previously reported a position in IAU as recently as Q4 2025.

Worth Financial Advisory Group first reported a position in IAU in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Worth Financial Advisory Group held 8,252 shares of iShares Gold Trust worth $623K as of Q2 2026.
iShares Gold Trust was a new Worth Financial Advisory Group position in Q2 2026.
iShares Gold Trust made up 0.26% of Worth Financial Advisory Group's portfolio in Q2 2026, its #91 holding.
Worth Financial Advisory Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 11 quarters since.
Worth Financial Advisory Group's iShares Gold Trust position peaked at $1.59M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.