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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
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
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

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

Bright Financial Advisors increased its iShares Gold Trust (IAU) stake by 2.4% in Q1 2026, buying an estimated $38.8K and bringing the position to 17,962 shares worth $1.58M. The position accounts for 0.73% of the portfolio, ranked #25.

Bright Financial Advisors first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bright Financial Advisors held 17,962 shares of iShares Gold Trust worth $1.58M as of Q1 2026.
  • Bright Financial Advisors bought 423 iShares Gold Trust shares in Q1 2026, an estimated $38.8K.
  • iShares Gold Trust made up 0.73% of Bright Financial Advisors's portfolio in Q1 2026, its #25 holding.
  • Bright Financial Advisors first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.