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Clarity Financial’s iShares Gold Trust IAU Stock Holding History

Clarity 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
Q2 		$513K Buy
6,796
+328
+5% +$27.8K 0.04% 76
2026
Q1 		$570K Sell
6,468
-2,960
-31% -$272K 0.06% 65
2025
Q4 		$765K Sell
9,428
-591
-6% -$46.2K 0.07% 58
2025
Q3 		$729K Buy
10,019
+1,499
+18% +$97.8K 0.07% 62
2025
Q2 		$531K Buy
8,520
+1,213
+17% +$75.2K 0.06% 63
2025
Q1 		$431K Sell
7,307
-837
-10% -$45.3K 0.05% 68
2024
Q4 		$403K Buy
8,144
+281
+4% +$14.1K 0.05% 79
2024
Q3 		$391K Sell
7,863
-2,778
-26% -$130K 0.05% 99
2024
Q2 		$467K Sell
10,641
-2,771
-21% -$122K 0.07% 75
2024
Q1 		$563K Buy
13,412
+143
+1% +$5.61K 0.09% 70
2023
Q4 		$518K Sell
13,269
-6,191
-32% -$232K 0.09% 62
2023
Q3 		$681K Buy
19,460
+13,013
+202% +$475K 0.11% 60
2023
Q2 		$235K Buy
+6,447
New +$242K 0.03% 106
2023
Q1 		– Sell
-38,933
Closed -$1.35M – 58
2022
Q4 		$1.35M Sell
38,933
-254,298
-87% -$8.35M 0.26% 39
2022
Q3 		$9.25M Sell
293,231
-413,771
-59% -$13.6M 2.16% 10
2022
Q2 		$24.3M Buy
707,002
+384,746
+119% +$13.7M 5.26% 3
2022
Q1 		$11.9M Buy
+322,256
New +$11.5M 2.4% 9
2021
Q3 		– Sell
-95,742
Closed -$3.23M – 106
2021
Q2 		$3.23M Buy
95,742
+78,977
+471% +$2.73M 0.62% 42
2021
Q1 		$545K Sell
16,765
-310,949
-95% -$10.6M 0.11% 75
2020
Q4 		$11.9M Buy
+327,714
New +$11.7M 2.84% 8

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Clarity Financial's IAU Position: Q2 2026 in Review

Clarity Financial increased its iShares Gold Trust (IAU) stake by 5.1% in Q2 2026, buying an estimated $27.8K and bringing the position to 6,796 shares worth $513K. The position accounts for 0.04% of the portfolio, ranked #76.

Clarity Financial first reported a position in IAU in Q4 2020 and has held it in 20 quarters since. The position peaked at $24.3M in Q2 2022. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Clarity Financial held 6,796 shares of iShares Gold Trust worth $513K as of Q2 2026.
  • Clarity Financial bought 328 iShares Gold Trust shares in Q2 2026, an estimated $27.8K.
  • iShares Gold Trust made up 0.04% of Clarity Financial's portfolio in Q2 2026, its #76 holding.
  • Clarity Financial first reported a position in iShares Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Clarity Financial's iShares Gold Trust position peaked at $24.3M in Q2 2022.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.