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ERn Financial LLC’s iShares Gold Trust IAU Stock Holding History

ERn Financial LLC’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 		$1.29M Buy
17,059
+1,581
+10% +$134K 0.21% 73
2026
Q1 		$1.36M Sell
15,478
-2,195
-12% -$201K 0.26% 64
2025
Q4 		$1.43M Buy
17,673
+571
+3% +$44.7K 0.27% 65
2025
Q3 		$1.24M Buy
17,102
+538
+3% +$35.1K 0.25% 65
2025
Q2 		$1.03M Buy
+16,564
New +$1.03M 0.22% 75

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

ERn Financial LLC's IAU Position: Q2 2026 in Review

ERn Financial LLC increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $134K and bringing the position to 17,059 shares worth $1.29M. The position accounts for 0.21% of the portfolio, ranked #73.

ERn Financial LLC first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ERn Financial LLC held 17,059 shares of iShares Gold Trust worth $1.29M as of Q2 2026.
  • ERn Financial LLC bought 1,581 iShares Gold Trust shares in Q2 2026, an estimated $134K.
  • iShares Gold Trust made up 0.21% of ERn Financial LLC's portfolio in Q2 2026, its #73 holding.
  • ERn Financial LLC first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • ERn Financial LLC's iShares Gold Trust position peaked at $1.43M in Q4 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.