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Financial Gravity Companies’s iShares Gold Trust IAU Stock Holding History

Financial Gravity Companies’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 		$680K Buy
+9,000
New +$764K 0.11% 88
2018
Q4 		$73K Buy
+2,889
New +$68K 0.07% 244
2018
Q1 		$32K Buy
1,264
+337
+36% +$8.6K 0.03% 450
2017
Q4 		$24K Buy
+927
New +$22.7K 0.03% 460

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 22.9% 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 Gravity Companies's IAU Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares Gold Trust (IAU) in Q2 2026: 9,000 shares worth $680K. The stake represents 0.11% of the portfolio and ranks #88 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in IAU as recently as Q4 2018.

Financial Gravity Companies first reported a position in IAU in Q4 2017 and has held it in 4 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Gravity Companies held 9,000 shares of iShares Gold Trust worth $680K as of Q2 2026.
  • iShares Gold Trust was a new Financial Gravity Companies position in Q2 2026.
  • iShares Gold Trust made up 0.11% of Financial Gravity Companies's portfolio in Q2 2026, its #88 holding.
  • Financial Gravity Companies first reported a position in iShares Gold Trust in Q4 2017 and has held it in 4 quarters since.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.