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

Bright 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 Q2	$1.36M	Buy	17,999 +37	+0.2%	+$3.14K	0.57%	28
2026 Q1	$1.58M	Buy	17,962 +423	+2%	+$38.8K	0.73%	25
2025 Q4	$1.42M	Sell	17,539 -358	-2%	-$28K	0.67%	26
2025 Q3	$1.3M	Sell	17,897 -389	-2%	-$25.4K	0.64%	26
2025 Q2	$1.14M	Hold	18,286	–	–	0.63%	26
2025 Q1	$1.08M	Hold	18,286	–	–	0.66%	25
2024 Q4	$905K	Sell	18,286 -426	-2%	-$21.4K	0.57%	25
2024 Q3	$930K	Sell	18,712 -315	-2%	-$14.7K	0.59%	25
2024 Q2	$836K	Buy	19,027 +49	+0.3%	+$2.17K	0.59%	25
2024 Q1	$833K	Buy	+18,978	New	+$744K	0.62%	23

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

Bright Financial Advisors's IAU Position: Q2 2026 in Review

Bright Financial Advisors increased its iShares Gold Trust (IAU) stake by 0.21% in Q2 2026, buying an estimated $3.14K and bringing the position to 17,999 shares worth $1.36M. The position accounts for 0.57% of the portfolio, ranked #28.

Bright Financial Advisors first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.58M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bright Financial Advisors held 17,999 shares of iShares Gold Trust worth $1.36M as of Q2 2026.
Bright Financial Advisors bought 37 iShares Gold Trust shares in Q2 2026, an estimated $3.14K.
iShares Gold Trust made up 0.57% of Bright Financial Advisors's portfolio in Q2 2026, its #28 holding.
Bright Financial Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
Bright Financial Advisors's iShares Gold Trust position peaked at $1.58M in Q1 2026.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bright Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.