First Foundation Advisors’s iShares Gold Trust IAU Stock Holding History

First Foundation 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
2026 Q2	$27.1M	Buy	359,362 +11,589	+3%	+$984K	0.98%	21
2026 Q1	$30.7M	Buy	347,773 +5,875	+2%	+$539K	1.23%	19
2025 Q4	$27.8M	Buy	341,898 +10,503	+3%	+$821K	1.05%	20
2025 Q3	$24.1M	Sell	331,395 -22,318	-6%	-$1.46M	0.89%	20
2025 Q2	$22.1M	Sell	353,713 -17,806	-5%	-$1.1M	0.82%	27
2025 Q1	$21.9M	Buy	371,519 +29,628	+9%	+$1.6M	0.89%	26
2024 Q4	$16.9M	Buy	341,891 +25,557	+8%	+$1.28M	0.64%	34
2024 Q3	$15.7M	Sell	316,334 -2,194	-0.7%	-$103K	0.59%	40
2024 Q2	$14M	Buy	318,528 +6,736	+2%	+$298K	0.53%	44
2024 Q1	$13.1M	Sell	311,792 -9,458	-3%	-$371K	0.52%	45
2023 Q4	$12.5M	Sell	321,250 -12,501	-4%	-$468K	0.57%	45
2023 Q3	$11.7M	Sell	333,751 -24,395	-7%	-$890K	0.55%	51
2023 Q2	$13M	Sell	358,146 -21,432	-6%	-$803K	0.56%	52
2023 Q1	$14.2M	Sell	379,578 -61,755	-14%	-$2.22M	0.65%	48
2022 Q4	$15.3M	Sell	441,333 -251,103	-36%	-$8.25M	0.73%	37
2022 Q3	$21.8M	Sell	692,436 -1,876,424	-73%	-$61.5M	1.07%	27
2022 Q2	$88.1M	Sell	2,568,860 -45,868	-2%	-$1.63M	3.89%	3
2022 Q1	$96.3M	Sell	2,614,728 -20,573	-0.8%	-$735K	3.48%	4
2021 Q4	$91.7M	Sell	2,635,301 -42,214	-2%	-$1.44M	3.15%	4
2021 Q3	$89.5M	Sell	2,677,515 -16,670	-0.6%	-$568K	3.34%	3
2021 Q2	$90.8M	Sell	2,694,185 -252,233	-9%	-$8.72M	3.5%	3
2021 Q1	$95.8M	Sell	2,946,418 -52,443	-2%	-$1.79M	4.11%	3
2020 Q4	$109M	Buy	2,998,861 +47,320	+2%	+$1.69M	4.82%	2
2020 Q3	$106M	Buy	2,951,541 +103,695	+4%	+$3.79M	4.93%	3
2020 Q2	$96.8M	Buy	2,847,846 +46,946	+2%	+$1.54M	4.99%	3
2020 Q1	$84.4M	Buy	2,800,900 +367,617	+15%	+$11.1M	5.17%	3
2019 Q4	$70.6M	Sell	2,433,283 -350,425	-13%	-$9.94M	3.49%	5
2019 Q3	$78.5M	Buy	+2,783,708	New	+$78.5M	4.19%	4

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

First Foundation Advisors's IAU Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Gold Trust (IAU) stake by 3.3% in Q2 2026, buying an estimated $984K and bringing the position to 359,362 shares worth $27.1M. The position accounts for 0.98% of the portfolio, ranked #21.

First Foundation Advisors first reported a position in IAU in Q3 2019 and has held it in 28 quarters since. The position peaked at $109M in Q4 2020. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First Foundation Advisors held 359,362 shares of iShares Gold Trust worth $27.1M as of Q2 2026.
First Foundation Advisors bought 11,589 iShares Gold Trust shares in Q2 2026, an estimated $984K.
iShares Gold Trust made up 0.98% of First Foundation Advisors's portfolio in Q2 2026, its #21 holding.
First Foundation Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 28 quarters since.
First Foundation Advisors's iShares Gold Trust position peaked at $109M in Q4 2020.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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