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Farther Finance Advisors’s iShares Gold Trust IAU Stock Holding History

Farther Finance Advisors’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 		$22.6M Buy
299,942
+1,761
+0.6% +$149K 0.18% 105
2026
Q1 		$26.7M Buy
298,181
+126,606
+74% +$11.6M 0.25% 82
2025
Q4 		$13.9M Buy
171,575
+44,942
+35% +$3.51M 0.15% 119
2025
Q3 		$9.22M Buy
126,633
+25,146
+25% +$1.64M 0.14% 127
2025
Q2 		$6.33M Sell
101,487
-54,931
-35% -$3.4M 0.13% 149
2025
Q1 		$9.21M Buy
156,418
+120,741
+338% +$6.53M 0.23% 90
2024
Q4 		$1.77M Buy
35,677
+8,720
+32% +$438K 0.06% 239
2024
Q3 		$1.34M Buy
26,957
+1,678
+7% +$78.5K 0.05% 278
2024
Q2 		$1.11M Buy
25,279
+8,704
+53% +$385K 0.05% 278
2024
Q1 		$704K Sell
16,575
-835
-5% -$32.7K 0.04% 315
2023
Q4 		$680K Buy
17,410
+11,861
+214% +$444K 0.05% 295
2023
Q3 		$194K Buy
5,549
+1,528
+38% +$55.8K 0.03% 395
2023
Q2 		$146K Sell
4,021
-302
-7% -$11.3K 0.03% 370
2023
Q1 		$162K Buy
4,323
+147
+4% +$5.28K 0.05% 291
2022
Q4 		$144K Buy
+4,176
New +$137K 0.06% 266

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

Farther Finance Advisors's IAU Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Gold Trust (IAU) stake by 0.59% in Q2 2026, buying an estimated $149K and bringing the position to 299,942 shares worth $22.6M. The position accounts for 0.18% of the portfolio, ranked #105.

Farther Finance Advisors first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $26.7M in Q1 2026. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Farther Finance Advisors held 299,942 shares of iShares Gold Trust worth $22.6M as of Q2 2026.
  • Farther Finance Advisors bought 1,761 iShares Gold Trust shares in Q2 2026, an estimated $149K.
  • iShares Gold Trust made up 0.18% of Farther Finance Advisors's portfolio in Q2 2026, its #105 holding.
  • Farther Finance Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares Gold Trust position peaked at $26.7M in Q1 2026.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.