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

Ethos 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 		$372K Buy
4,929
+110
+2% +$9.34K 0.02% 433
2026
Q1 		$391K Hold
4,819
– – 0.03% 354
2025
Q4 		$391K Hold
4,819
– – 0.03% 330
2025
Q3 		$351K Hold
4,819
– – 0.03% 334
2025
Q2 		$301K Hold
4,819
– – 0.03% 339
2025
Q1 		$284K Buy
+4,819
New +$261K 0.03% 328

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

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

Ethos Financial Group increased its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, buying an estimated $9.34K and bringing the position to 4,929 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #433.

Ethos Financial Group first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $391K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Ethos Financial Group held 4,929 shares of iShares Gold Trust worth $372K as of Q2 2026.
  • Ethos Financial Group bought 110 iShares Gold Trust shares in Q2 2026, an estimated $9.34K.
  • iShares Gold Trust made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #433 holding.
  • Ethos Financial Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Ethos Financial Group's iShares Gold Trust position peaked at $391K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.