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Compass Financial Management’s iShares Gold Trust IAU Stock Holding History

Compass Financial Management’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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Compass Financial Management's IAU Position: Q2 2026 in Review

Compass Financial Management 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.

1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Compass Financial Management held 2,527 shares of iShares Gold Trust worth $192K as of Q2 2026.
  • iShares Gold Trust was a new Compass Financial Management position in Q2 2026.
  • iShares Gold Trust made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #431 holding.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.