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Dunhill Financial’s iShares Gold Trust IAU Stock Holding History

Dunhill 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
Q1 		$19.2K Sell
218
-249
-53% -$22.8K ﹤0.01% 437
2025
Q4 		$37.9K Sell
467
-5
-1% -$391 0.01% 314
2025
Q3 		$34.3K Hold
472
– – 0.01% 298
2025
Q2 		$29.4K Hold
472
– – 0.01% 288
2025
Q1 		$27.8K Buy
472
+219
+87% +$11.8K 0.01% 252
2024
Q4 		$12.5K Buy
253
+35
+16% +$1.76K 0.01% 336
2024
Q3 		$10.8K Sell
218
-32
-13% -$1.5K 0.01% 363
2024
Q2 		$11K Hold
250
– – 0.01% 272
2024
Q1 		$10.5K Buy
250
+30
+14% +$1.18K 0.01% 231
2023
Q4 		$8.59K Buy
+220
New +$8.23K 0.01% 227

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

Dunhill Financial's IAU Position: Q1 2026 in Review

Dunhill Financial reduced its iShares Gold Trust (IAU) stake by 53% in Q1 2026, selling an estimated $22.8K and leaving 218 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Dunhill Financial first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $37.9K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Dunhill Financial held 218 shares of iShares Gold Trust worth $19.2K as of Q1 2026.
  • Dunhill Financial sold 249 iShares Gold Trust shares in Q1 2026, an estimated $22.8K.
  • iShares Gold Trust made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #437 holding.
  • Dunhill Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Dunhill Financial's iShares Gold Trust position peaked at $37.9K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.