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ASL Financial’s iShares Gold Trust IAU Stock Holding History

ASL Financial’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 		$2.73M Sell
36,214
-409
-1% -$34.7K 1.93% 15
2026
Q1 		$3.23M Buy
36,623
+5,482
+18% +$503K 2.58% 12
2025
Q4 		$2.69M Buy
+31,141
New +$2.44M 2.11% 15

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ASL Financial's IAU Position: Q2 2026 in Review

ASL Financial reduced its iShares Gold Trust (IAU) stake by 1.1% in Q2 2026, selling an estimated $34.7K and leaving 36,214 shares worth $2.73M. The position accounts for 1.93% of the portfolio, ranked #15.

ASL Financial first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.23M in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ASL Financial held 36,214 shares of iShares Gold Trust worth $2.73M as of Q2 2026.
  • ASL Financial sold 409 iShares Gold Trust shares in Q2 2026, an estimated $34.7K.
  • iShares Gold Trust made up 1.93% of ASL Financial's portfolio in Q2 2026, its #15 holding.
  • ASL Financial first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • ASL Financial's iShares Gold Trust position peaked at $3.23M in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ASL Financial's 13F filing for Q2 2026, filed 21 Jul 2026.