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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ABLE Financial Group's IAU Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares Gold Trust (IAU) stake by 17% in Q1 2026, selling an estimated $1.8M and leaving 99,294 shares worth $8.75M. The position accounts for 1.71% of the portfolio, ranked #16.

ABLE Financial Group first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.66M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • ABLE Financial Group held 99,294 shares of iShares Gold Trust worth $8.75M as of Q1 2026.
  • ABLE Financial Group sold 19,677 iShares Gold Trust shares in Q1 2026, an estimated $1.8M.
  • iShares Gold Trust made up 1.71% of ABLE Financial Group's portfolio in Q1 2026, its #16 holding.
  • ABLE Financial Group first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • ABLE Financial Group's iShares Gold Trust position peaked at $9.66M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.