DFC
IAU icon

DBK Financial Counsel’s iShares Gold Trust IAU Stock Holding History

DBK Financial Counsel’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 		$364K Hold
4,821
– – 0.31% 49
2026
Q1 		$425K Sell
4,821
-696
-13% -$63.8K 0.32% 51
2025
Q4 		$448K Sell
5,517
-569
-9% -$44.5K 0.34% 48
2025
Q3 		$443K Buy
+6,086
New +$397K 0.37% 48

Other funds holding IAU

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
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

DBK Financial Counsel's IAU Position: Q2 2026 in Review

DBK Financial Counsel held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,821 shares worth $364K. The position accounts for 0.31% of the portfolio, ranked #49.

DBK Financial Counsel first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $448K in Q4 2025. 1,327 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DBK Financial Counsel held 4,821 shares of iShares Gold Trust worth $364K as of Q2 2026.
  • DBK Financial Counsel left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.31% of DBK Financial Counsel's portfolio in Q2 2026, its #49 holding.
  • DBK Financial Counsel first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • DBK Financial Counsel's iShares Gold Trust position peaked at $448K in Q4 2025.
  • 1,327 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.