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Ehrlich Financial Group’s iShares Gold Trust IAU Stock Holding History

Ehrlich Financial Group’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 		$1.95M Sell
25,788
-5,170
-17% -$439K 1% 28
2026
Q1 		$2.73M Sell
30,958
-24,502
-44% -$2.25M 1.57% 20
2025
Q4 		$4.5M Buy
55,460
+10,576
+24% +$827K 2.56% 8
2025
Q3 		$3.27M Buy
44,884
+5,943
+15% +$388K 1.94% 15
2025
Q2 		$2.43M Buy
38,941
+1,160
+3% +$71.9K 1.57% 19
2025
Q1 		$2.23M Buy
37,781
+18,119
+92% +$980K 1.62% 18
2024
Q4 		$973K Buy
+19,662
New +$988K 0.69% 34

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ehrlich Financial Group's IAU Position: Q2 2026 in Review

Ehrlich Financial Group reduced its iShares Gold Trust (IAU) stake by 17% in Q2 2026, selling an estimated $439K and leaving 25,788 shares worth $1.95M. The position accounts for 1% of the portfolio, ranked #28.

Ehrlich Financial Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.5M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ehrlich Financial Group held 25,788 shares of iShares Gold Trust worth $1.95M as of Q2 2026.
  • Ehrlich Financial Group sold 5,170 iShares Gold Trust shares in Q2 2026, an estimated $439K.
  • iShares Gold Trust made up 1% of Ehrlich Financial Group's portfolio in Q2 2026, its #28 holding.
  • Ehrlich Financial Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Ehrlich Financial Group's iShares Gold Trust position peaked at $4.5M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.