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Your Advocates Ltd’s iShares Gold Trust IAU Stock Holding History

Your Advocates Ltd’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 		$39.7K Sell
526
-291
-36% -$24.7K 0.01% 76
2026
Q1 		$72K Sell
817
-13
-2% -$1.19K 0.02% 53
2025
Q4 		$67.4K Hold
830
– – 0.02% 52
2025
Q3 		$60.4K Hold
830
– – 0.02% 55
2025
Q2 		$51.8K Sell
830
-290
-26% -$18K 0.02% 56
2025
Q1 		$66K Hold
1,120
– – 0.03% 51
2024
Q4 		$55.5K Sell
1,120
-1,865
-62% -$93.7K 0.02% 50
2024
Q3 		$148K Sell
2,985
-290
-9% -$13.6K 0.06% 30
2024
Q2 		$144K Sell
3,275
-859
-21% -$38K 0.06% 30
2024
Q1 		$174K Sell
4,134
-342
-8% -$13.4K 0.07% 29
2023
Q4 		$175K Sell
4,476
-5,357
-54% -$200K 0.07% 29
2023
Q3 		$344K Sell
9,833
-444
-4% -$16.2K 0.21% 28
2023
Q2 		$374K Sell
10,277
-676
-6% -$25.3K 0.19% 24
2023
Q1 		$409K Sell
10,953
-689
-6% -$24.7K 0.22% 24
2022
Q4 		$403K Buy
11,642
+1,545
+15% +$50.7K 0.23% 27
2022
Q3 		$318K Buy
10,097
+2,419
+32% +$79.3K 0.19% 23
2022
Q2 		$263K Buy
7,678
+404
+6% +$14.4K 0.16% 24
2022
Q1 		$268K Buy
7,274
+246
+4% +$8.79K 0.15% 24
2021
Q4 		$245K Buy
7,028
+1,906
+37% +$65.1K 0.14% 25
2021
Q3 		$171K Sell
5,122
-1,971
-28% -$67.2K 0.11% 26
2021
Q2 		$239K Sell
7,093
-1
-0% -$35 0.16% 23
2021
Q1 		$231K Hold
7,094
– – 0.17% 21
2020
Q4 		$257K Buy
7,094
+7,071
+30,743% +$253K 0.19% 22
2020
Q3 		$1K Hold
23
– – ﹤0.01% 132
2020
Q2 		$0 Hold
23
– – ﹤0.01% 139
2020
Q1 		$1K Buy
+23
New +$695 ﹤0.01% 115

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

Your Advocates Ltd's IAU Position: Q2 2026 in Review

Your Advocates Ltd reduced its iShares Gold Trust (IAU) stake by 36% in Q2 2026, selling an estimated $24.7K and leaving 526 shares worth $39.7K. The position accounts for 0.01% of the portfolio, ranked #76.

Your Advocates Ltd first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $409K in Q1 2023. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Your Advocates Ltd held 526 shares of iShares Gold Trust worth $39.7K as of Q2 2026.
  • Your Advocates Ltd sold 291 iShares Gold Trust shares in Q2 2026, an estimated $24.7K.
  • iShares Gold Trust made up 0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #76 holding.
  • Your Advocates Ltd first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Your Advocates Ltd's iShares Gold Trust position peaked at $409K in Q1 2023.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.