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Fiduciary Group’s iShares Gold Trust IAU Stock Holding History

Fiduciary 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 		$301K Hold
3,985
– – 0.02% 269
2026
Q1 		$351K Buy
3,985
+50
+1% +$4.59K 0.03% 244
2025
Q4 		$319K Hold
3,935
– – 0.03% 247
2025
Q3 		$286K Buy
3,935
+500
+15% +$32.6K 0.03% 255
2025
Q2 		$214K Sell
3,435
-82
-2% -$5.08K 0.02% 274
2025
Q1 		$207K Buy
+3,517
New +$190K 0.02% 267

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

Fiduciary Group's IAU Position: Q2 2026 in Review

Fiduciary Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,985 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #269.

Fiduciary Group first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $351K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fiduciary Group held 3,985 shares of iShares Gold Trust worth $301K as of Q2 2026.
  • Fiduciary Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of Fiduciary Group's portfolio in Q2 2026, its #269 holding.
  • Fiduciary Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Fiduciary Group's iShares Gold Trust position peaked at $351K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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