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Financial Sense Advisors’s iShares Gold Trust IAU Stock Holding History

Financial Sense Advisors’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
2020
Q4 		– Sell
-87,350
Closed -$3.14M – 107
2020
Q3 		$3.14M Buy
+87,350
New +$3.19M 1.25% 20

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 Sense Advisors's IAU Position: Q2 2026 in Review

Financial Sense Advisors reduced its iShares Gold Trust (IAU) stake by 19% in Q2 2026, selling an estimated $1.27M and leaving 65,678 shares worth $4.96M. The position accounts for 0.98% of the portfolio, ranked #29.

Financial Sense Advisors first reported a position in IAU in Q3 2016 and has held it in 39 quarters since. The position peaked at $19.6M in Q1 2020. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Sense Advisors held 65,678 shares of iShares Gold Trust worth $4.96M as of Q2 2026.
  • Financial Sense Advisors sold 14,985 iShares Gold Trust shares in Q2 2026, an estimated $1.27M.
  • iShares Gold Trust made up 0.98% of Financial Sense Advisors's portfolio in Q2 2026, its #29 holding.
  • Financial Sense Advisors first reported a position in iShares Gold Trust in Q3 2016 and has held it in 39 quarters since.
  • Financial Sense Advisors's iShares Gold Trust position peaked at $19.6M in Q1 2020.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.