Financial Insights’s iShares Gold Trust IAU Stock Holding History

Financial Insights’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	$236K	Buy	+3,123	New	+$265K	0.06%	136
2023 Q3	–	Sell	-6,261	Closed	-$228K	–	151
2023 Q2	$228K	Sell	6,261 -1,607	-20%	-$60.2K	0.08%	145
2023 Q1	$294K	Buy	+7,868	New	+$282K	0.12%	131
2022 Q4	–	Sell	-27,552	Closed	-$869K	–	148
2022 Q3	$869K	Buy	+27,552	New	+$903K	0.58%	38
2021 Q3	–	Sell	-1,547	Closed	-$52.1K	–	141
2021 Q2	$52.1K	Buy	+1,547	New	+$53.5K	0.04%	155

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 Insights's IAU Position: Q2 2026 in Review

Financial Insights opened a new position in iShares Gold Trust (IAU) in Q2 2026: 3,123 shares worth $236K. The stake represents 0.06% of the portfolio and ranks #136 among its holdings. This is a return to the name: Financial Insights previously reported a position in IAU as recently as Q2 2023.

Financial Insights first reported a position in IAU in Q2 2021 and has held it in 5 quarters since. The position peaked at $869K in Q3 2022. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Financial Insights held 3,123 shares of iShares Gold Trust worth $236K as of Q2 2026.
iShares Gold Trust was a new Financial Insights position in Q2 2026.
iShares Gold Trust made up 0.06% of Financial Insights's portfolio in Q2 2026, its #136 holding.
Financial Insights first reported a position in iShares Gold Trust in Q2 2021 and has held it in 5 quarters since.
Financial Insights's iShares Gold Trust position peaked at $869K in Q3 2022.
1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.