AFG
IAU icon

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

Allegheny 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 		$260K Buy
3,440
+20
+0.6% +$1.7K 0.03% 254
2026
Q1 		$302K Hold
3,420
– – 0.04% 211
2025
Q4 		$278K Sell
3,420
-407
-11% -$31.8K 0.04% 209
2025
Q3 		$279K Buy
+3,827
New +$250K 0.05% 205
2021
Q1 		– Sell
-5,452
Closed -$198K – 103
2020
Q4 		$198K Buy
+5,452
New +$195K 0.11% 121

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

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

Allegheny Financial Group increased its iShares Gold Trust (IAU) stake by 0.58% in Q2 2026, buying an estimated $1.7K and bringing the position to 3,440 shares worth $260K. The position accounts for 0.03% of the portfolio, ranked #254.

Allegheny Financial Group first reported a position in IAU in Q4 2020 and has held it in 5 quarters since. The position peaked at $302K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Allegheny Financial Group held 3,440 shares of iShares Gold Trust worth $260K as of Q2 2026.
  • Allegheny Financial Group bought 20 iShares Gold Trust shares in Q2 2026, an estimated $1.7K.
  • iShares Gold Trust made up 0.03% of Allegheny Financial Group's portfolio in Q2 2026, its #254 holding.
  • Allegheny Financial Group first reported a position in iShares Gold Trust in Q4 2020 and has held it in 5 quarters since.
  • Allegheny Financial Group's iShares Gold Trust position peaked at $302K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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