Financial Freedom LLC’s iShares Gold Trust IAU Stock Holding History

Financial Freedom LLC’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 Q1	$83.8K	Buy	951 +76	+9%	+$6.97K	0.04%	146
2025 Q4	$71K	Hold	875	–	–	0.04%	158
2025 Q3	$63.7K	Hold	875	–	–	0.03%	163
2025 Q2	$54.6K	Hold	875	–	–	0.03%	166
2025 Q1	$51.6K	Hold	875	–	–	0.03%	169
2024 Q4	$43.3K	Hold	875	–	–	0.02%	170
2024 Q3	$43.5K	Hold	875	–	–	0.02%	169
2024 Q2	$38.4K	Hold	875	–	–	0.02%	176
2024 Q1	$36.8K	Hold	875	–	–	0.02%	177
2023 Q4	$34.2K	Hold	875	–	–	0.02%	178
2023 Q3	$30.6K	Hold	875	–	–	0.02%	180
2023 Q2	$31.8K	Hold	875	–	–	0.02%	181
2023 Q1	$32.7K	Hold	875	–	–	0.02%	172
2022 Q4	$30.3K	Buy	+875	New	+$28.7K	0.02%	175

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Freedom LLC's IAU Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Gold Trust (IAU) stake by 8.7% in Q1 2026, buying an estimated $6.97K and bringing the position to 951 shares worth $83.8K. The position accounts for 0.04% of the portfolio, ranked #146.

Financial Freedom LLC first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Financial Freedom LLC held 951 shares of iShares Gold Trust worth $83.8K as of Q1 2026.
Financial Freedom LLC bought 76 iShares Gold Trust shares in Q1 2026, an estimated $6.97K.
iShares Gold Trust made up 0.04% of Financial Freedom LLC's portfolio in Q1 2026, its #146 holding.
Financial Freedom LLC first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.