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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,909 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.
  • 1,909 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.