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

AllGen 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
Q1 		$29.3M Sell
332,208
-46,500
-12% -$4.27M 6.95% 4
2025
Q4 		$30.7M Buy
378,708
+12,624
+3% +$987K 7.29% 4
2025
Q3 		$26.6M Buy
366,084
+4,652
+1% +$303K 6.55% 4
2025
Q2 		$22.5M Sell
361,432
-6,324
-2% -$392K 6.05% 4
2025
Q1 		$21.7M Sell
367,756
-27,345
-7% -$1.48M 6.42% 4
2024
Q4 		$19.6M Sell
395,101
-8,702
-2% -$437K 6.57% 4
2024
Q3 		$20.1M Buy
403,803
+6,504
+2% +$304K 6.51% 4
2024
Q2 		$17.5M Buy
397,299
+59,642
+18% +$2.64M 6.62% 5
2024
Q1 		$14.2M Buy
337,657
+8,513
+3% +$334K 5.77% 5
2023
Q4 		$12.8M Buy
+329,144
New +$12.3M 6.68% 4
2022
Q4 		– Sell
-298,512
Closed -$8.66M – 40
2022
Q3 		$8.66M Buy
298,512
+85,942
+40% +$2.82M 6.74% 4
2022
Q2 		$6.86M Buy
+212,570
New +$7.56M 5.64% 5
2021
Q3 		– Sell
-440,265
Closed -$14.8M – 35
2021
Q2 		$14.8M Sell
440,265
-30,832
-7% -$1.07M 11.39% 3
2021
Q1 		$15.3M Buy
471,097
+5,684
+1% +$194K 12.52% 2
2020
Q4 		$16.9M Buy
+465,413
New +$16.7M 15.64% 2

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

AllGen Financial Advisors's IAU Position: Q1 2026 in Review

AllGen Financial Advisors reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $4.27M and leaving 332,208 shares worth $29.3M. The position accounts for 6.95% of the portfolio, ranked #4.

AllGen Financial Advisors first reported a position in IAU in Q4 2020 and has held it in 15 quarters since. The position peaked at $30.7M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • AllGen Financial Advisors held 332,208 shares of iShares Gold Trust worth $29.3M as of Q1 2026.
  • AllGen Financial Advisors sold 46,500 iShares Gold Trust shares in Q1 2026, an estimated $4.27M.
  • iShares Gold Trust made up 6.95% of AllGen Financial Advisors's portfolio in Q1 2026, its #4 holding.
  • AllGen Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 15 quarters since.
  • AllGen Financial Advisors's iShares Gold Trust position peaked at $30.7M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.