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 Q2	$813K	Sell	10,772 -710	-6%	-$60.3K	0.16%	171
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Beacon Financial Advisory's IAU Position: Q2 2026 in Review

Beacon Financial Advisory reduced its iShares Gold Trust (IAU) stake by 6.2% in Q2 2026, selling an estimated $60.3K and leaving 10,772 shares worth $813K. The position accounts for 0.16% of the portfolio, ranked #171.

Beacon Financial Advisory first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.05M in Q4 2025. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Beacon Financial Advisory held 10,772 shares of iShares Gold Trust worth $813K as of Q2 2026.
Beacon Financial Advisory sold 710 iShares Gold Trust shares in Q2 2026, an estimated $60.3K.
iShares Gold Trust made up 0.16% of Beacon Financial Advisory's portfolio in Q2 2026, its #171 holding.
Beacon Financial Advisory first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Beacon Financial Advisory's iShares Gold Trust position peaked at $1.05M in Q4 2025.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.