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

Fiduciary 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	$9.49M	Buy	125,744 +21,589	+21%	+$1.83M	1.08%	21
2026 Q1	$9.18M	Buy	104,155 +2,268	+2%	+$208K	1.22%	19
2025 Q4	$8.27M	Buy	101,887 +1,376	+1%	+$108K	1.17%	20
2025 Q3	$7.31M	Buy	100,511 +2,173	+2%	+$142K	1.16%	21
2025 Q2	$6.19M	Buy	98,338 +237	+0.2%	+$14.7K	1.12%	22
2025 Q1	$5.87M	Buy	98,101 +6,225	+7%	+$337K	1.28%	20
2024 Q4	$4.67M	Sell	91,876 -4,128	-4%	-$207K	1.01%	23
2024 Q3	$4.76M	Buy	96,004 +59	+0.1%	+$2.76K	1.09%	23
2024 Q2	$4.48M	Buy	+95,945	New	+$4.24M	1.08%	23

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

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

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

Fiduciary Financial Group increased its iShares Gold Trust (IAU) stake by 21% in Q2 2026, buying an estimated $1.83M and bringing the position to 125,744 shares worth $9.49M. The position accounts for 1.08% of the portfolio, ranked #21.

Fiduciary Financial Group first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. 930 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Fiduciary Financial Group held 125,744 shares of iShares Gold Trust worth $9.49M as of Q2 2026.
Fiduciary Financial Group bought 21,589 iShares Gold Trust shares in Q2 2026, an estimated $1.83M.
iShares Gold Trust made up 1.08% of Fiduciary Financial Group's portfolio in Q2 2026, its #21 holding.
Fiduciary Financial Group first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
930 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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