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Centaurus Financial’s iShares Gold Trust IAU Stock Holding History

Centaurus Financial’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 		$315K Buy
3,569
+1,438
+67% +$132K 0.02% 667
2025
Q4 		$173K Buy
2,131
+139
+7% +$10.9K 0.01% 851
2025
Q3 		$145K Buy
+1,992
New +$130K 0.01% 908
2022
Q1 		– Sell
-57,163
Closed -$1.99M – 932
2021
Q4 		$1.99M Buy
57,163
+3,290
+6% +$112K 0.15% 172
2021
Q3 		$1.8M Buy
53,873
+2,644
+5% +$90.1K 0.15% 172
2021
Q2 		$1.73M Sell
51,229
-51
-0.1% -$1.76K 0.15% 173
2021
Q1 		$1.67M Buy
51,280
+5,037
+11% +$172K 0.16% 158
2020
Q4 		$1.68M Buy
46,243
+6,005
+15% +$215K 0.18% 145
2020
Q3 		$1.45M Buy
40,238
+14,365
+56% +$525K 0.2% 120
2020
Q2 		$879K Buy
25,873
+431
+2% +$14.1K 0.13% 184
2020
Q1 		$767K Sell
25,442
-2,440
-9% -$73.8K 0.15% 163
2019
Q4 		$809K Buy
27,882
+10,299
+59% +$292K 0.11% 218
2019
Q3 		$496K Buy
17,583
+3,953
+29% +$112K 0.08% 267
2019
Q2 		$368K Buy
+13,630
New +$342K 0.06% 324
2018
Q3 		– Sell
-3,759
Closed -$90K – 1216
2018
Q2 		$90K Buy
+3,759
New +$94.3K 0.01% 744

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

Centaurus Financial's IAU Position: Q1 2026 in Review

Centaurus Financial increased its iShares Gold Trust (IAU) stake by 67% in Q1 2026, buying an estimated $132K and bringing the position to 3,569 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #667.

Centaurus Financial first reported a position in IAU in Q2 2018 and has held it in 15 quarters since. The position peaked at $1.99M in Q4 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Centaurus Financial held 3,569 shares of iShares Gold Trust worth $315K as of Q1 2026.
  • Centaurus Financial bought 1,438 iShares Gold Trust shares in Q1 2026, an estimated $132K.
  • iShares Gold Trust made up 0.02% of Centaurus Financial's portfolio in Q1 2026, its #667 holding.
  • Centaurus Financial first reported a position in iShares Gold Trust in Q2 2018 and has held it in 15 quarters since.
  • Centaurus Financial's iShares Gold Trust position peaked at $1.99M in Q4 2021.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.