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Financial Perspectives’s iShares Gold Trust IAU Stock Holding History

Financial Perspectives’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 		$318K Sell
4,217
-42
-1% -$3.56K 0.08% 137
2026
Q1 		$375K Buy
4,259
+1,268
+42% +$116K 0.1% 116
2025
Q4 		$243K Buy
2,991
+238
+9% +$18.6K 0.07% 146
2025
Q3 		$200K Hold
2,753
– – 0.06% 160
2025
Q2 		$172K Hold
2,753
– – 0.05% 165
2025
Q1 		$162K Hold
2,753
– – 0.06% 158
2024
Q4 		$136K Hold
2,753
– – 0.05% 178
2024
Q3 		$137K Hold
2,753
– – 0.05% 176
2024
Q2 		$121K Hold
2,753
– – 0.04% 184
2024
Q1 		$116K Hold
2,753
– – 0.04% 188
2023
Q4 		$107K Hold
2,753
– – 0.04% 192
2023
Q3 		$96.3K Hold
2,753
– – 0.04% 189
2023
Q2 		$100K Hold
2,753
– – 0.04% 191
2023
Q1 		$103K Hold
2,753
– – 0.05% 179
2022
Q4 		$95.2K Hold
2,753
– – 0.05% 180
2022
Q3 		$86.8K Hold
2,753
– – 0.05% 183
2022
Q2 		$94.5K Hold
2,753
– – 0.05% 175
2022
Q1 		$101K Buy
2,753
+353
+15% +$12.6K 0.05% 191
2021
Q4 		$83.5K Hold
2,400
– – 0.04% 190
2021
Q3 		$80.2K Hold
2,400
– – 0.04% 187
2021
Q2 		$80.9K Sell
2,400
-1
-0% -$35 0.04% 210
2021
Q1 		$78.1K Hold
2,401
– – 0.04% 199
2020
Q4 		$87.1K Sell
2,401
-5,510
-70% -$197K 0.05% 179
2020
Q3 		$285K Buy
7,911
+5,510
+229% +$201K 0.19% 73
2020
Q2 		$81.6K Hold
2,401
– – 0.06% 151
2020
Q1 		$72.4K Hold
2,401
– – 0.06% 141
2019
Q4 		$69.6K Buy
+2,401
New +$68.1K 0.05% 150

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 22.96% 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 Perspectives's IAU Position: Q2 2026 in Review

Financial Perspectives reduced its iShares Gold Trust (IAU) stake by 0.99% in Q2 2026, selling an estimated $3.56K and leaving 4,217 shares worth $318K. The position accounts for 0.08% of the portfolio, ranked #137.

Financial Perspectives first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $375K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Perspectives held 4,217 shares of iShares Gold Trust worth $318K as of Q2 2026.
  • Financial Perspectives sold 42 iShares Gold Trust shares in Q2 2026, an estimated $3.56K.
  • iShares Gold Trust made up 0.08% of Financial Perspectives's portfolio in Q2 2026, its #137 holding.
  • Financial Perspectives first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
  • Financial Perspectives's iShares Gold Trust position peaked at $375K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.