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Burkett Financial Services’s iShares Gold Trust IAU Stock Holding History

Burkett Financial Services’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 		$131K Hold
1,730
– – 0.04% 62
2026
Q1 		$153K Sell
1,730
-190
-10% -$17.4K 0.05% 59
2025
Q4 		$156K Hold
1,920
– – 0.05% 57
2025
Q3 		$140K Hold
1,920
– – 0.05% 62
2025
Q2 		$120K Hold
1,920
– – 0.04% 63
2025
Q1 		$113K Hold
1,920
– – 0.05% 62
2024
Q4 		$95.1K Hold
1,920
– – 0.04% 66
2024
Q3 		$95.4K Buy
1,920
+105
+6% +$4.92K 0.04% 61
2024
Q2 		$79.7K Hold
1,815
– – 0.04% 61
2024
Q1 		$76.2K Hold
1,815
– – 0.04% 69
2023
Q4 		$70.8K Buy
+1,815
New +$67.9K 0.04% 73

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Burkett Financial Services's IAU Position: Q2 2026 in Review

Burkett Financial Services held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,730 shares worth $131K. The position accounts for 0.04% of the portfolio, ranked #62.

Burkett Financial Services first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $156K in Q4 2025. 597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Burkett Financial Services held 1,730 shares of iShares Gold Trust worth $131K as of Q2 2026.
  • Burkett Financial Services left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of Burkett Financial Services's portfolio in Q2 2026, its #62 holding.
  • Burkett Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Burkett Financial Services's iShares Gold Trust position peaked at $156K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.