Financial Management Network’s iShares Gold Trust IAU Stock Holding History

Financial Management Network’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	$5.81M	Sell	64,780 -2,209	-3%	-$203K	0.89%	31
2025 Q4	$5.46M	Sell	66,989 -2,786	-4%	-$218K	0.86%	36
2025 Q3	$5.21M	Buy	69,775 +1,830	+3%	+$119K	0.86%	31
2025 Q2	$4.27M	Sell	67,945 -2,095	-3%	-$130K	0.77%	33
2025 Q1	$3.93M	Sell	70,040 -2,377	-3%	-$129K	0.88%	30
2024 Q4	$3.61M	Buy	72,417 +2,745	+4%	+$138K	0.75%	32
2024 Q3	$3.49M	Buy	69,672 +2,914	+4%	+$136K	0.73%	32
2024 Q2	$3.01M	Buy	66,758 +2,598	+4%	+$115K	0.72%	30
2024 Q1	$2.77M	Buy	64,160 +226	+0.4%	+$8.86K	0.7%	30
2023 Q4	$2.47M	Buy	63,934 +2,505	+4%	+$93.7K	0.72%	31
2023 Q3	$2.12M	Sell	61,429 -637	-1%	-$23.2K	0.7%	32
2023 Q2	$2.26M	Buy	62,066 +999	+2%	+$37.5K	0.79%	28
2023 Q1	$2.34M	Buy	61,067 +2,004	+3%	+$71.9K	0.94%	22
2022 Q4	$2.08M	Sell	59,063 -7,629	-11%	-$251K	0.93%	24
2022 Q3	$2.18M	Buy	66,692 +1,183	+2%	+$38.8K	1.08%	19
2022 Q2	$2.25M	Buy	65,509 +911	+1%	+$32.4K	1.19%	18
2022 Q1	$2.37M	Buy	64,598 +1,645	+3%	+$58.8K	1.21%	19
2021 Q4	$2.17M	Sell	62,953 -10,799	-15%	-$369K	1%	26
2021 Q3	$2.48M	Sell	73,752 -87	-0.1%	-$2.96K	1.26%	19
2021 Q2	$2.51M	Sell	73,839 -8,410	-10%	-$291K	1.28%	18
2021 Q1	$2.81M	Buy	82,249 +9,030	+12%	+$309K	1.46%	16
2020 Q4	$2.61M	Buy	+73,219	New	+$2.62M	1.61%	15

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 Management Network's IAU Position: Q1 2026 in Review

Financial Management Network reduced its iShares Gold Trust (IAU) stake by 3.3% in Q1 2026, selling an estimated $203K and leaving 64,780 shares worth $5.81M. The position accounts for 0.89% of the portfolio, ranked #31.

Financial Management Network first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Financial Management Network held 64,780 shares of iShares Gold Trust worth $5.81M as of Q1 2026.
Financial Management Network sold 2,209 iShares Gold Trust shares in Q1 2026, an estimated $203K.
iShares Gold Trust made up 0.89% of Financial Management Network's portfolio in Q1 2026, its #31 holding.
Financial Management Network first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.