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Beacon Financial Advisory’s iShares Gold Trust IAU Stock Holding History

Beacon Financial Advisory’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 		$1.01M Sell
11,482
-1,426
-11% -$131K 0.23% 110
2025
Q4 		$1.05M Buy
12,908
+1,421
+12% +$111K 0.24% 105
2025
Q3 		$836K Buy
11,487
+1,199
+12% +$78.2K 0.19% 145
2025
Q2 		$642K Buy
10,288
+3,000
+41% +$186K 0.17% 158
2025
Q1 		$430K Buy
7,288
+1,476
+25% +$79.8K 0.13% 188
2024
Q4 		$288K Buy
5,812
+1,671
+40% +$84K 0.09% 235
2024
Q3 		$206K Buy
+4,141
New +$194K 0.07% 280

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

Beacon Financial Advisory's IAU Position: Q1 2026 in Review

Beacon Financial Advisory reduced its iShares Gold Trust (IAU) stake by 11% in Q1 2026, selling an estimated $131K and leaving 11,482 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #110.

Beacon Financial Advisory first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Beacon Financial Advisory held 11,482 shares of iShares Gold Trust worth $1.01M as of Q1 2026.
  • Beacon Financial Advisory sold 1,426 iShares Gold Trust shares in Q1 2026, an estimated $131K.
  • iShares Gold Trust made up 0.23% of Beacon Financial Advisory's portfolio in Q1 2026, its #110 holding.
  • Beacon Financial Advisory first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Beacon Financial Advisory's iShares Gold Trust position peaked at $1.05M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.