Fiduciary Alliance’s iShares Gold Trust IAU Stock Holding History

Fiduciary Alliance’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	$555K	Sell	7,344 -857	-10%	-$72.7K	0.04%	351
2026 Q1	$740K	Buy	8,201 +3,627	+79%	+$333K	0.04%	308
2025 Q4	$371K	Sell	4,574 -75	-2%	-$5.87K	0.02%	384
2025 Q3	$338K	Hold	4,649	–	–	0.02%	397
2025 Q2	$290K	Buy	4,649 +13	+0.3%	+$806	0.02%	398
2025 Q1	$273K	Buy	+4,636	New	+$251K	0.03%	329
2023 Q3	–	Sell	-1,692	Closed	-$61.6K	–	508
2023 Q2	$61.6K	Buy	+1,692	New	+$63.4K	0.01%	284
2023 Q1	–	Sell	-1,042	Closed	-$36K	–	453
2022 Q4	$36K	Buy	+1,042	New	+$34.2K	0.01%	255

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fiduciary Alliance's IAU Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Gold Trust (IAU) stake by 10% in Q2 2026, selling an estimated $72.7K and leaving 7,344 shares worth $555K. The position accounts for 0.04% of the portfolio, ranked #351.

Fiduciary Alliance first reported a position in IAU in Q4 2022 and has held it in 8 quarters since. The position peaked at $740K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fiduciary Alliance held 7,344 shares of iShares Gold Trust worth $555K as of Q2 2026.
Fiduciary Alliance sold 857 iShares Gold Trust shares in Q2 2026, an estimated $72.7K.
iShares Gold Trust made up 0.04% of Fiduciary Alliance's portfolio in Q2 2026, its #351 holding.
Fiduciary Alliance first reported a position in iShares Gold Trust in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's iShares Gold Trust position peaked at $740K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.