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Farrell Financial’s iShares Gold Trust IAU Stock Holding History

Farrell Financial’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 		$3.6M Sell
47,699
-2,073
-4% -$176K 1.95% 18
2026
Q1 		$4.39M Sell
49,772
-539
-1% -$49.4K 2.62% 12
2025
Q4 		$4.08M Buy
50,311
+858
+2% +$67.1K 2.41% 14
2025
Q3 		$3.6M Buy
49,453
+247
+0.5% +$16.1K 2.26% 16
2025
Q2 		$3.07M Buy
49,206
+203
+0.4% +$12.6K 2.06% 18
2025
Q1 		$2.89M Buy
49,003
+151
+0.3% +$8.17K 2.1% 18
2024
Q4 		$2.42M Buy
48,852
+368
+0.8% +$18.5K 1.73% 18
2024
Q3 		$2.46M Sell
48,484
-148
-0.3% -$6.93K 1.74% 18
2024
Q2 		$2.14M Buy
48,632
+1,921
+4% +$84.9K 1.66% 19
2024
Q1 		$1.96M Buy
46,711
+1,265
+3% +$49.6K 1.61% 18
2023
Q4 		$1.61M Buy
+45,446
New +$1.7M 1.61% 20

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

Farrell Financial's IAU Position: Q2 2026 in Review

Farrell Financial reduced its iShares Gold Trust (IAU) stake by 4.2% in Q2 2026, selling an estimated $176K and leaving 47,699 shares worth $3.6M. The position accounts for 1.95% of the portfolio, ranked #18.

Farrell Financial first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.39M in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Farrell Financial held 47,699 shares of iShares Gold Trust worth $3.6M as of Q2 2026.
  • Farrell Financial sold 2,073 iShares Gold Trust shares in Q2 2026, an estimated $176K.
  • iShares Gold Trust made up 1.95% of Farrell Financial's portfolio in Q2 2026, its #18 holding.
  • Farrell Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Farrell Financial's iShares Gold Trust position peaked at $4.39M in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Farrell Financial's 13F filing for Q2 2026, filed 10 Jul 2026.