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Ausdal Financial Partners’s iShares Gold Trust IAU Stock Holding History

Ausdal Financial Partners’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 		$555K Buy
+6,300
New +$578K 0.02% 549

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Ausdal Financial Partners's IAU Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Gold Trust (IAU) stake by 5.3% in Q1 2026, buying an estimated $282K and bringing the position to 61,424 shares worth $5.42M. The position accounts for 0.24% of the portfolio, ranked #104.

Ausdal Financial Partners first reported a position in IAU in Q4 2015 and has held it in 38 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Ausdal Financial Partners held 61,424 shares of iShares Gold Trust worth $5.42M as of Q1 2026.
  • Ausdal Financial Partners bought 3,077 iShares Gold Trust shares in Q1 2026, an estimated $282K.
  • iShares Gold Trust made up 0.24% of Ausdal Financial Partners's portfolio in Q1 2026, its #104 holding.
  • Ausdal Financial Partners first reported a position in iShares Gold Trust in Q4 2015 and has held it in 38 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.