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

Altiora 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	$5.68M	Hold	64,394	–	–	0.94%	26
2025 Q4	$5.23M	Sell	64,394 -10,632	-14%	-$831K	0.9%	25
2025 Q3	$5.46M	Buy	75,026 +252	+0.3%	+$16.4K	1%	21
2025 Q2	$4.66M	Sell	74,774 -23,048	-24%	-$1.43M	0.91%	24
2025 Q1	$5.77M	Sell	97,822 -66,141	-40%	-$3.58M	1.23%	18
2024 Q4	$8.12M	Buy	163,963 +7,533	+5%	+$379K	1.77%	14
2024 Q3	$7.77M	Sell	156,430 -11,523	-7%	-$539K	1.72%	15
2024 Q2	$7.38M	Sell	167,953 -28,126	-14%	-$1.24M	1.77%	14
2024 Q1	$8.24M	Buy	196,079 +28,477	+17%	+$1.12M	2.24%	12
2023 Q4	$6.54M	Buy	167,602 +53,121	+46%	+$1.99M	1.9%	13
2023 Q3	$4.01M	Buy	114,481 +9,031	+9%	+$330K	1.86%	11
2023 Q2	$3.84M	Buy	105,450 +10,834	+11%	+$406K	1.69%	13
2023 Q1	$3.54M	Buy	94,616 +6,089	+7%	+$219K	1.63%	12
2022 Q4	$3.06M	Buy	+88,527	New	+$2.91M	1.53%	13

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Altiora Financial Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 64,394 shares worth $5.68M. The position accounts for 0.94% of the portfolio, ranked #26.

Altiora Financial Group first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.24M in Q1 2024. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Altiora Financial Group held 64,394 shares of iShares Gold Trust worth $5.68M as of Q1 2026.
Altiora Financial Group left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.94% of Altiora Financial Group's portfolio in Q1 2026, its #26 holding.
Altiora Financial Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
Altiora Financial Group's iShares Gold Trust position peaked at $8.24M in Q1 2024.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.