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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
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

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.