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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
Q2 		$23.1M Sell
306,180
-26,028
-8% -$2.21M 5.05% 7
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 $1.55T 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

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

AllGen Financial Advisors reduced its iShares Gold Trust (IAU) stake by 7.8% in Q2 2026, selling an estimated $2.21M and leaving 306,180 shares worth $23.1M. The position accounts for 5.05% of the portfolio, ranked #7.

AllGen Financial Advisors first reported a position in IAU in Q4 2020 and has held it in 16 quarters since. The position peaked at $30.7M in Q4 2025. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • AllGen Financial Advisors held 306,180 shares of iShares Gold Trust worth $23.1M as of Q2 2026.
  • AllGen Financial Advisors sold 26,028 iShares Gold Trust shares in Q2 2026, an estimated $2.21M.
  • iShares Gold Trust made up 5.05% of AllGen Financial Advisors's portfolio in Q2 2026, its #7 holding.
  • AllGen Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 16 quarters since.
  • AllGen Financial Advisors's iShares Gold Trust position peaked at $30.7M in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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