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Financial Alternatives’s iShares Gold Trust IAU Stock Holding History

Financial Alternatives’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 		$5.18M Buy
68,562
+582
+0.9% +$49.4K 2.55% 7
2026
Q1 		$5.99M Buy
67,980
+51
+0.1% +$4.68K 3.23% 7
2025
Q4 		$5.51M Buy
67,929
+821
+1% +$64.2K 3.21% 8
2025
Q3 		$4.88M Buy
67,108
+625
+0.9% +$40.8K 2.96% 9
2025
Q2 		$4.15M Sell
66,483
-824
-1% -$51.1K 2.7% 10
2025
Q1 		$3.97M Sell
67,307
-272
-0.4% -$14.7K 2.83% 9
2024
Q4 		$3.35M Sell
67,579
-370
-0.5% -$18.6K 2.36% 10
2024
Q3 		$3.38M Sell
67,949
-445
-0.7% -$20.8K 2.38% 10
2024
Q2 		$3M Sell
68,394
-1,215
-2% -$53.7K 2.26% 12
2024
Q1 		$2.92M Sell
69,609
-48
-0.1% -$1.88K 2.26% 11
2023
Q4 		$2.72M Sell
69,657
-1,203
-2% -$45K 2.3% 11
2023
Q3 		$2.48M Buy
70,860
+225
+0.3% +$8.21K 2.3% 12
2023
Q2 		$2.57M Buy
70,635
+3,185
+5% +$119K 2.33% 12
2023
Q1 		$2.52M Sell
67,450
-4,212
-6% -$151K 2.42% 12
2022
Q4 		$2.48M Buy
+71,662
New +$2.35M 2.46% 12

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

Financial Alternatives's IAU Position: Q2 2026 in Review

Financial Alternatives increased its iShares Gold Trust (IAU) stake by 0.86% in Q2 2026, buying an estimated $49.4K and bringing the position to 68,562 shares worth $5.18M. The position accounts for 2.55% of the portfolio, ranked #7.

Financial Alternatives first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.99M in Q1 2026. 1,897 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Alternatives held 68,562 shares of iShares Gold Trust worth $5.18M as of Q2 2026.
  • Financial Alternatives bought 582 iShares Gold Trust shares in Q2 2026, an estimated $49.4K.
  • iShares Gold Trust made up 2.55% of Financial Alternatives's portfolio in Q2 2026, its #7 holding.
  • Financial Alternatives first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Financial Alternatives's iShares Gold Trust position peaked at $5.99M in Q1 2026.
  • 1,897 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.