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Bragg Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Bragg Financial Advisors’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 		$448K Buy
5,080
+678
+15% +$62.2K 0.01% 288
2025
Q4 		$357K Buy
4,402
+341
+8% +$26.7K 0.01% 301
2025
Q3 		$296K Hold
4,061
– – 0.01% 311
2025
Q2 		$253K Hold
4,061
– – 0.01% 323
2025
Q1 		$239K Buy
+4,061
New +$220K 0.01% 317
2022
Q2 		– Sell
-9,809
Closed -$361K – 303
2022
Q1 		$361K Buy
+9,809
New +$350K 0.02% 271
2018
Q1 		– Sell
-16,185
Closed -$405K – 259
2017
Q4 		$405K Sell
16,185
-248
-2% -$6.08K 0.06% 215
2017
Q3 		$405K Sell
16,433
-400
-2% -$9.84K 0.06% 209
2017
Q2 		$402K Sell
16,833
-405
-2% -$9.8K 0.06% 214
2017
Q1 		$414K Sell
17,238
-492
-3% -$11.6K 0.07% 215
2016
Q4 		$393K Sell
17,730
-248
-1% -$5.82K 0.06% 215
2016
Q3 		$456K Buy
17,978
+215
+1% +$5.53K 0.08% 206
2016
Q2 		$453K Sell
17,763
-700
-4% -$17K 0.08% 207
2016
Q1 		$439K Buy
18,463
+275
+2% +$6.29K 0.08% 200
2015
Q4 		$372K Buy
18,188
+558
+3% +$11.9K 0.08% 201
2015
Q3 		$380K Sell
17,630
-253
-1% -$5.5K 0.09% 187
2015
Q2 		$406K Sell
17,883
-140
-0.8% -$3.23K 0.09% 195
2015
Q1 		$413K Hold
18,023
– – 0.1% 190
2014
Q4 		$412K Sell
18,023
-282
-2% -$6.56K 0.1% 184
2014
Q3 		$428K Sell
18,305
-55
-0.3% -$1.36K 0.11% 181
2014
Q2 		$473K Hold
18,360
– – 0.11% 183
2014
Q1 		$457K Sell
18,360
-138
-0.7% -$3.46K 0.11% 181
2013
Q4 		$432K Hold
18,498
– – 0.1% 190
2013
Q3 		$477K Sell
18,498
-1,427
-7% -$36.8K 0.12% 178
2013
Q2 		$478K Buy
+19,925
New +$549K 0.13% 170

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

Bragg Financial Advisors's IAU Position: Q1 2026 in Review

Bragg Financial Advisors increased its iShares Gold Trust (IAU) stake by 15% in Q1 2026, buying an estimated $62.2K and bringing the position to 5,080 shares worth $448K. The position accounts for 0.01% of the portfolio, ranked #288.

Bragg Financial Advisors first reported a position in IAU in Q2 2013 and has held it in 25 quarters since. The position peaked at $478K in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bragg Financial Advisors held 5,080 shares of iShares Gold Trust worth $448K as of Q1 2026.
  • Bragg Financial Advisors bought 678 iShares Gold Trust shares in Q1 2026, an estimated $62.2K.
  • iShares Gold Trust made up 0.01% of Bragg Financial Advisors's portfolio in Q1 2026, its #288 holding.
  • Bragg Financial Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 25 quarters since.
  • Bragg Financial Advisors's iShares Gold Trust position peaked at $478K in Q2 2013.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.