COMPASS FINANCIAL MANAGEMENT LLC’s iShares Gold Trust IAU Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$192K	Buy	+2,527	New	+$215K	0.02%	431

Other funds holding IAU

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IAU Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 2,527 shares worth $192K. The stake represents 0.02% of the portfolio and ranks #431 among its holdings.

1,602 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,527 shares of iShares Gold Trust worth $192K as of Q2 2026.
iShares Gold Trust was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Gold Trust made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #431 holding.
1,602 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.