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 Q2	–	Sell	-951	Closed	-$83.8K	–	232
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 $1.55T 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

Financial Freedom LLC's IAU Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 951 shares — an estimated $83.8K sold.

Financial Freedom LLC first reported a position in IAU in Q4 2022 and held it in 14 quarters. The position peaked at $83.8K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 951 iShares Gold Trust shares in Q2 2026, an estimated $83.8K.
Financial Freedom LLC first reported a position in iShares Gold Trust in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's iShares Gold Trust position peaked at $83.8K in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.