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Delta Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Delta Financial Advisors’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
Q1 		$7.16M Buy
81,171
+47
+0.1% +$4.31K 1.86% 10
2025
Q4 		$6.58M Buy
81,124
+802
+1% +$62.7K 1.71% 13
2025
Q3 		$5.85M Hold
80,322
– – 1.65% 15
2025
Q2 		$5.01M Buy
80,322
+75
+0.1% +$4.65K 1.76% 15
2025
Q1 		$4.73M Sell
80,247
-10
-0% -$541 1.78% 14
2024
Q4 		$3.97M Sell
80,257
-1,956
-2% -$98.3K 1.48% 18
2024
Q3 		$4.09M Sell
82,213
-1,540
-2% -$72.1K 1.48% 17
2024
Q2 		$3.68M Buy
83,753
+1,800
+2% +$79.5K 1.43% 16
2024
Q1 		$3.44M Sell
81,953
-507
-0.6% -$19.9K 1.36% 17
2023
Q4 		$3.22M Hold
82,460
– – 1.4% 17
2023
Q3 		$2.89M Hold
82,460
– – 1.3% 21
2023
Q2 		$3M Sell
82,460
-1,322
-2% -$49.6K 1.33% 19
2023
Q1 		$3.13M Hold
83,782
– – 1.51% 16
2022
Q4 		$2.9M Hold
83,782
– – 1.41% 18
2022
Q3 		$2.64M Sell
83,782
-2,107
-2% -$69K 1.4% 19
2022
Q2 		$2.95M Sell
85,889
-50
-0.1% -$1.78K 1.47% 18
2022
Q1 		$3.17M Sell
85,939
-1,000
-1% -$35.7K 1.35% 18
2021
Q4 		$3.03M Sell
86,939
-437
-0.5% -$14.9K 1.23% 22
2021
Q3 		$2.92M Sell
87,376
-1,137
-1% -$38.7K 1.3% 21
2021
Q2 		$2.98M Buy
88,513
+1,348
+2% +$46.6K 1.31% 20
2021
Q1 		$2.83M Buy
87,165
+647
+0.7% +$22.1K 1.33% 19
2020
Q4 		$3.14M Buy
86,518
+1,390
+2% +$49.8K 1.57% 15
2020
Q3 		$3.06M Buy
85,128
+638
+0.8% +$23.3K 1.7% 11
2020
Q2 		$2.87M Buy
84,490
+10,150
+14% +$333K 1.69% 12
2020
Q1 		$2.24M Buy
74,340
+260
+0.4% +$7.86K 1.54% 13
2019
Q4 		$2.15M Buy
74,080
+15,850
+27% +$450K 0.84% 47
2019
Q3 		$1.64M Buy
58,230
+22,485
+63% +$634K 0.67% 60
2019
Q2 		$965K Buy
+35,745
New +$896K 0.4% 80

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Delta Financial Advisors's IAU Position: Q1 2026 in Review

Delta Financial Advisors increased its iShares Gold Trust (IAU) stake by 0.06% in Q1 2026, buying an estimated $4.31K and bringing the position to 81,171 shares worth $7.16M. The position accounts for 1.86% of the portfolio, ranked #10.

Delta Financial Advisors first reported a position in IAU in Q2 2019 and has held it in 28 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Delta Financial Advisors held 81,171 shares of iShares Gold Trust worth $7.16M as of Q1 2026.
  • Delta Financial Advisors bought 47 iShares Gold Trust shares in Q1 2026, an estimated $4.31K.
  • iShares Gold Trust made up 1.86% of Delta Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Delta Financial Advisors first reported a position in iShares Gold Trust in Q2 2019 and has held it in 28 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.