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Berger Financial Group’s iShares Gold Trust IAU Stock Holding History

Berger Financial Group’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 		$1.68M Buy
19,052
+2,013
+12% +$185K 0.09% 160
2025
Q4 		$1.38M Buy
17,039
+4,310
+34% +$337K 0.08% 180
2025
Q3 		$926K Buy
12,729
+6,795
+115% +$443K 0.06% 218
2025
Q2 		$370K Buy
5,934
+1,103
+23% +$68.3K 0.02% 304
2025
Q1 		$285K Sell
4,831
-172
-3% -$9.3K 0.02% 340
2024
Q4 		$248K Buy
+5,003
New +$251K 0.02% 359

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

Berger Financial Group's IAU Position: Q1 2026 in Review

Berger Financial Group increased its iShares Gold Trust (IAU) stake by 12% in Q1 2026, buying an estimated $185K and bringing the position to 19,052 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #160.

Berger Financial Group first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Berger Financial Group held 19,052 shares of iShares Gold Trust worth $1.68M as of Q1 2026.
  • Berger Financial Group bought 2,013 iShares Gold Trust shares in Q1 2026, an estimated $185K.
  • iShares Gold Trust made up 0.09% of Berger Financial Group's portfolio in Q1 2026, its #160 holding.
  • Berger Financial Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.