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

Buttonwood 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 		$2.9M Buy
38,354
+2,315
+6% +$197K 1.66% 14
2026
Q1 		$3.18M Sell
36,039
-68,720
-66% -$6.3M 1.95% 14
2025
Q4 		$8.89M Sell
104,759
-34,798
-25% -$2.72M 4.73% 6
2025
Q3 		$10.5M Buy
139,557
+24,829
+22% +$1.62M 4.52% 5
2025
Q2 		$7.22M Sell
114,728
-971
-0.8% -$60.2K 3.66% 9
2025
Q1 		$6.92M Buy
115,699
+75,148
+185% +$4.07M 4.06% 8
2024
Q4 		$2.12M Buy
+40,551
New +$2.04M 1.17% 14

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Buttonwood Financial Group increased its iShares Gold Trust (IAU) stake by 6.4% in Q2 2026, buying an estimated $197K and bringing the position to 38,354 shares worth $2.9M. The position accounts for 1.66% of the portfolio, ranked #14.

Buttonwood Financial Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q3 2025. 1,393 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Buttonwood Financial Group held 38,354 shares of iShares Gold Trust worth $2.9M as of Q2 2026.
  • Buttonwood Financial Group bought 2,315 iShares Gold Trust shares in Q2 2026, an estimated $197K.
  • iShares Gold Trust made up 1.66% of Buttonwood Financial Group's portfolio in Q2 2026, its #14 holding.
  • Buttonwood Financial Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Buttonwood Financial Group's iShares Gold Trust position peaked at $10.5M in Q3 2025.
  • 1,393 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.