Financial Gravity Asset Management’s iShares Gold Trust IAU Stock Holding History

Financial Gravity Asset Management’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	$793K	Buy	+9,000	New	+$826K	0.14%	84
2024 Q2	–	Sell	-4	Closed	-$177	–	410
2024 Q1	$180	Sell	4 -62	-94%	-$2.43K	﹤0.01%	942
2023 Q4	$2.55K	Buy	+66	New	+$2.47K	﹤0.01%	686
2021 Q3	$94K	Buy	2,060 +168	+9%	+$5.72K	0.04%	372
2021 Q2	$95K	Buy	+1,892	New	+$65.4K	0.03%	360
2020 Q4	$66K	Buy	+1,842	New	+$65.9K	0.06%	81
2019 Q4	$65K	Sell	4,822 -3,577	-43%	-$101K	0.04%	507
2019 Q3	$237K	Sell	8,399 -10,505	-56%	-$296K	0.2%	101
2019 Q2	$510K	Sell	18,904 -4,752	-20%	-$119K	0.42%	64
2019 Q1	$583K	Buy	+23,656	New	+$591K	0.47%	53
2018 Q3	$69K	Buy	2,954 +1,791	+154%	+$41.6K	0.07%	263
2018 Q2	$27K	Sell	1,163 -101	-8%	-$2.53K	0.03%	441
2018 Q1	$32K	Buy	+1,264	New	+$32.3K	0.03%	450

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Gravity Asset Management's IAU Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in iShares Gold Trust (IAU) in Q1 2026: 9,000 shares worth $793K. The stake represents 0.14% of the portfolio and ranks #84 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IAU as recently as Q1 2024.

Financial Gravity Asset Management first reported a position in IAU in Q1 2018 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Financial Gravity Asset Management held 9,000 shares of iShares Gold Trust worth $793K as of Q1 2026.
iShares Gold Trust was a new Financial Gravity Asset Management position in Q1 2026.
iShares Gold Trust made up 0.14% of Financial Gravity Asset Management's portfolio in Q1 2026, its #84 holding.
Financial Gravity Asset Management first reported a position in iShares Gold Trust in Q1 2018 and has held it in 13 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.