AA Financial Advisors’s iShares Gold Trust IAU Stock Holding History

AA 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	$1.01M	Buy	13,351 +308	+2%	+$26.1K	0.12%	112
2026 Q1	$1.15M	Sell	13,043 -5,608	-30%	-$514K	0.16%	102
2025 Q4	$1.51M	Buy	18,651 +4,765	+34%	+$373K	0.28%	63
2025 Q3	$1.01M	Buy	13,886 +352	+3%	+$23K	0.2%	79
2025 Q2	$844K	Sell	13,534 -349	-3%	-$21.6K	0.18%	79
2025 Q1	$819K	Buy	13,883 +452	+3%	+$24.5K	0.2%	79
2024 Q4	$665K	Buy	13,431 +481	+4%	+$24.2K	0.18%	83
2024 Q3	$644K	Buy	12,950 +5,106	+65%	+$239K	0.19%	85
2024 Q2	$345K	Buy	7,844 +941	+14%	+$41.6K	0.12%	119
2024 Q1	$290K	Sell	6,903 -382	-5%	-$15K	0.12%	128
2023 Q4	$284K	Buy	+7,285	New	+$273K	0.19%	49

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

AA Financial Advisors's IAU Position: Q2 2026 in Review

AA Financial Advisors increased its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, buying an estimated $26.1K and bringing the position to 13,351 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #112.

AA Financial Advisors first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

AA Financial Advisors held 13,351 shares of iShares Gold Trust worth $1.01M as of Q2 2026.
AA Financial Advisors bought 308 iShares Gold Trust shares in Q2 2026, an estimated $26.1K.
iShares Gold Trust made up 0.12% of AA Financial Advisors's portfolio in Q2 2026, its #112 holding.
AA Financial Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's iShares Gold Trust position peaked at $1.51M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.