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

Bleakley 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
Q2 		$8.6M Buy
113,862
+87,069
+325% +$7.39M 0.11% 143
2026
Q1 		$2.36M Buy
26,793
+216
+0.8% +$19.8K 0.04% 359
2025
Q4 		$2.16M Buy
26,577
+398
+2% +$31.1K 0.04% 335
2025
Q3 		$1.91M Buy
26,179
+231
+0.9% +$15.1K 0.04% 299
2025
Q2 		$1.62M Buy
25,948
+5,099
+24% +$316K 0.04% 307
2025
Q1 		$1.23M Buy
20,849
+1,938
+10% +$105K 0.04% 310
2024
Q4 		$936K Sell
18,911
-61
-0.3% -$3.06K 0.03% 434
2024
Q3 		$943K Buy
18,972
+6,221
+49% +$291K 0.03% 418
2024
Q2 		$560K Buy
12,751
+315
+3% +$13.9K 0.02% 576
2024
Q1 		$522K Sell
12,436
-1,448
-10% -$56.8K 0.02% 603
2023
Q4 		$542K Buy
13,884
+323
+2% +$12.1K 0.02% 566
2023
Q3 		$474K Sell
13,561
-1,645
-11% -$60K 0.02% 553
2023
Q2 		$553K Sell
15,206
-264
-2% -$9.9K 0.02% 559
2023
Q1 		$578K Sell
15,470
-2,546
-14% -$91.4K 0.02% 532
2022
Q4 		$623K Buy
+18,016
New +$592K 0.02% 493

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bleakley Financial Group's IAU Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Gold Trust (IAU) stake by 325% in Q2 2026, buying an estimated $7.39M and bringing the position to 113,862 shares worth $8.6M. The position accounts for 0.11% of the portfolio, ranked #143.

Bleakley Financial Group first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Bleakley Financial Group held 113,862 shares of iShares Gold Trust worth $8.6M as of Q2 2026.
  • Bleakley Financial Group bought 87,069 iShares Gold Trust shares in Q2 2026, an estimated $7.39M.
  • iShares Gold Trust made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #143 holding.
  • Bleakley Financial Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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