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Armstrong Fleming & Moore’s iShares Gold Trust IAU Stock Holding History

Armstrong Fleming & Moore’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 		$603K Buy
6,839
+9
+0.1% +$826 0.26% 55
2025
Q4 		$554K Buy
6,830
+10
+0.1% +$782 0.26% 56
2025
Q3 		$496K Hold
6,820
– – 0.24% 61
2025
Q2 		$425K Buy
+6,820
New +$423K 0.23% 63

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

Armstrong Fleming & Moore's IAU Position: Q1 2026 in Review

Armstrong Fleming & Moore increased its iShares Gold Trust (IAU) stake by 0.13% in Q1 2026, buying an estimated $826 and bringing the position to 6,839 shares worth $603K. The position accounts for 0.26% of the portfolio, ranked #55.

Armstrong Fleming & Moore first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Armstrong Fleming & Moore held 6,839 shares of iShares Gold Trust worth $603K as of Q1 2026.
  • Armstrong Fleming & Moore bought 9 iShares Gold Trust shares in Q1 2026, an estimated $826.
  • iShares Gold Trust made up 0.26% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #55 holding.
  • Armstrong Fleming & Moore first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.