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

Embree 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 		$1.19M Sell
15,694
-6,148
-28% -$522K 0.12% 110
2026
Q1 		$1.93M Buy
21,842
+1,150
+6% +$105K 0.23% 76
2025
Q4 		$1.68M Buy
20,692
+6,748
+48% +$528K 0.21% 84
2025
Q3 		$1.01M Buy
13,944
+8,355
+149% +$545K 0.14% 102
2025
Q2 		$349K Buy
5,589
+369
+7% +$22.9K 0.05% 157
2025
Q1 		$308K Buy
+5,220
New +$282K 0.05% 160

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

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

Embree Financial Group reduced its iShares Gold Trust (IAU) stake by 28% in Q2 2026, selling an estimated $522K and leaving 15,694 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #110.

Embree Financial Group first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.93M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Embree Financial Group held 15,694 shares of iShares Gold Trust worth $1.19M as of Q2 2026.
  • Embree Financial Group sold 6,148 iShares Gold Trust shares in Q2 2026, an estimated $522K.
  • iShares Gold Trust made up 0.12% of Embree Financial Group's portfolio in Q2 2026, its #110 holding.
  • Embree Financial Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Embree Financial Group's iShares Gold Trust position peaked at $1.93M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.