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Concorde Asset Management’s iShares Gold Trust IAU Stock Holding History

Concorde Asset 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 		– Sell
-3,477
Closed -$307K – 189
2026
Q1 		$307K Sell
3,477
-1,294
-27% -$119K 0.15% 135
2025
Q4 		$387K Buy
4,771
+867
+22% +$67.8K 0.15% 126
2025
Q3 		$283K Buy
+3,904
New +$255K 0.12% 164
2025
Q1 		$232K Buy
+3,976
New +$215K 0.13% 148
2021
Q1 		– Sell
-7,436
Closed -$269K – 220
2020
Q4 		$269K Sell
7,436
-2,490
-25% -$89.1K 0.15% 113
2020
Q3 		$358K Buy
+9,926
New +$362K 0.2% 119

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Concorde Asset Management's IAU Position: Q2 2026 in Review

Concorde Asset Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,477 shares — an estimated $307K sold.

Concorde Asset Management first reported a position in IAU in Q3 2020 and held it in 6 quarters. The position peaked at $387K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Concorde Asset Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Concorde Asset Management sold 3,477 iShares Gold Trust shares in Q2 2026, an estimated $307K.
  • Concorde Asset Management first reported a position in iShares Gold Trust in Q3 2020 and held it in 6 quarters.
  • Concorde Asset Management's iShares Gold Trust position peaked at $387K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.