BDF
IAU icon

Black Diamond Financial’s iShares Gold Trust IAU Stock Holding History

Black Diamond 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
Q1 		$847K Buy
9,605
+103
+1% +$9.45K 0.09% 83
2025
Q4 		$771K Sell
9,502
-142
-1% -$11.1K 0.08% 78
2025
Q3 		$702K Hold
9,644
– – 0.08% 79
2025
Q2 		$601K Hold
9,644
– – 0.09% 81
2025
Q1 		$569K Hold
9,644
– – 0.09% 85
2024
Q4 		$477K Buy
9,644
+60
+0.6% +$3.02K 0.07% 92
2024
Q3 		$476K Hold
9,584
– – 0.08% 85
2024
Q2 		$421K Sell
9,584
-1,880
-16% -$83.1K 0.08% 91
2024
Q1 		$447K Hold
11,464
– – 0.12% 75
2023
Q4 		$447K Hold
11,464
– – 0.12% 75
2023
Q3 		$401K Hold
11,464
– – 0.12% 72
2023
Q2 		$417K Sell
11,464
-830
-7% -$31.1K 0.12% 72
2023
Q1 		$459K Buy
12,294
+230
+2% +$8.25K 0.15% 66
2022
Q4 		$417K Hold
12,064
– – 0.15% 66
2022
Q3 		$380K Sell
12,064
-14
-0.1% -$459 0.15% 68
2022
Q2 		$414K Buy
12,078
+164
+1% +$5.83K 0.16% 66
2022
Q1 		$439K Hold
11,914
– – 0.14% 70
2021
Q4 		$415K Hold
11,914
– – 0.14% 63
2021
Q3 		$398K Buy
11,914
+871
+8% +$29.7K 0.19% 50
2021
Q2 		$372K Buy
11,043
+899
+9% +$31.1K 0.15% 58
2021
Q1 		$330K Buy
10,144
+851
+9% +$29.1K 0.14% 57
2020
Q4 		$337K Buy
9,293
+822
+10% +$29.4K 0.15% 57
2020
Q3 		$305K Buy
+8,471
New +$309K 0.17% 54

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

Black Diamond Financial's IAU Position: Q1 2026 in Review

Black Diamond Financial increased its iShares Gold Trust (IAU) stake by 1.1% in Q1 2026, buying an estimated $9.45K and bringing the position to 9,605 shares worth $847K. The position accounts for 0.09% of the portfolio, ranked #83.

Black Diamond Financial first reported a position in IAU in Q3 2020 and has held it in 23 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Black Diamond Financial held 9,605 shares of iShares Gold Trust worth $847K as of Q1 2026.
  • Black Diamond Financial bought 103 iShares Gold Trust shares in Q1 2026, an estimated $9.45K.
  • iShares Gold Trust made up 0.09% of Black Diamond Financial's portfolio in Q1 2026, its #83 holding.
  • Black Diamond Financial first reported a position in iShares Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.