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ABLE Financial Group’s iShares Gold Trust IAU Stock Holding History

ABLE Financial 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 		$8.26M Buy
109,438
+10,144
+10% +$861K 1.39% 19
2026
Q1 		$8.75M Sell
99,294
-19,677
-17% -$1.8M 1.71% 16
2025
Q4 		$9.66M Sell
118,971
-217
-0.2% -$17K 1.96% 14
2025
Q3 		$8.67M Buy
119,188
+8,139
+7% +$531K 1.88% 15
2025
Q2 		$6.93M Sell
111,049
-885
-0.8% -$54.8K 1.67% 18
2025
Q1 		$6.6M Sell
111,934
-8,787
-7% -$475K 1.85% 12
2024
Q4 		$5.98M Buy
120,721
+67,121
+125% +$3.37M 1.77% 14
2024
Q3 		$2.66M Buy
53,600
+45,940
+600% +$2.15M 0.82% 29
2024
Q2 		$337K Buy
+7,660
New +$339K 0.12% 127

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

ABLE Financial Group's IAU Position: Q2 2026 in Review

ABLE Financial Group increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $861K and bringing the position to 109,438 shares worth $8.26M. The position accounts for 1.39% of the portfolio, ranked #19.

ABLE Financial Group first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $9.66M in Q4 2025. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ABLE Financial Group held 109,438 shares of iShares Gold Trust worth $8.26M as of Q2 2026.
  • ABLE Financial Group bought 10,144 iShares Gold Trust shares in Q2 2026, an estimated $861K.
  • iShares Gold Trust made up 1.39% of ABLE Financial Group's portfolio in Q2 2026, its #19 holding.
  • ABLE Financial Group first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
  • ABLE Financial Group's iShares Gold Trust position peaked at $9.66M in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ABLE Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.