First Heartland Consultants’s iShares Gold Trust IAU Stock Holding History

First Heartland Consultants’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	$773K	Buy	10,238 +1,109	+12%	+$94.1K	0.05%	252
2026 Q1	$805K	Sell	9,129 -8,425	-48%	-$773K	0.06%	215
2025 Q4	$1.42M	Sell	17,554 -903	-5%	-$70.6K	0.11%	143
2025 Q3	$1.34M	Buy	18,457 +4,381	+31%	+$286K	0.11%	144
2025 Q2	$878K	Buy	14,076 +226	+2%	+$14K	0.08%	180
2025 Q1	$817K	Buy	13,850 +2,461	+22%	+$133K	0.08%	170
2024 Q4	$564K	Buy	11,389 +5,796	+104%	+$291K	0.06%	217
2024 Q3	$278K	Sell	5,593 -2,400	-30%	-$112K	0.03%	355
2024 Q2	$219	Buy	+7,993	New	+$353K	0.02%	398
2022 Q2	–	Sell	-5,780	Closed	-$212K	–	364
2022 Q1	$212K	Buy	+5,780	New	+$206K	0.03%	329
2021 Q2	–	Sell	-6,468	Closed	-$210K	–	413
2021 Q1	$210K	Hold	6,468	–	–	0.03%	364
2020 Q4	$235K	Sell	6,468 -735	-10%	-$26.3K	0.04%	295
2020 Q3	$259K	Sell	7,203 -32,776	-82%	-$1.2M	0.05%	233
2020 Q2	$1.36M	Buy	39,979 +22,108	+124%	+$724K	0.27%	82
2020 Q1	$539K	Buy	17,871 +2,520	+16%	+$76.2K	0.14%	130
2019 Q4	$445K	Buy	+15,351	New	+$435K	0.09%	186
2016 Q4	–	Sell	-7,794	Closed	-$198K	–	337
2016 Q3	$198K	Sell	7,794 -799	-9%	-$20.6K	0.06%	305
2016 Q2	$219	Hold	8,593	–	–	0.02%	268
2016 Q1	$204K	Buy	+8,593	New	+$197K	0.08%	250
2014 Q3	–	Sell	-10,403	Closed	-$268K	–	257
2014 Q2	$268K	Hold	10,403	–	–	0.12%	190
2014 Q1	$259K	Hold	10,403	–	–	0.13%	192
2013 Q4	$243K	Hold	10,403	–	–	0.14%	163
2013 Q3	$260K	Sell	10,403 -135	-1%	-$3.48K	0.16%	169
2013 Q2	$253K	Buy	+10,538	New	+$290K	0.15%	172

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

First Heartland Consultants's IAU Position: Q2 2026 in Review

First Heartland Consultants increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $94.1K and bringing the position to 10,238 shares worth $773K. The position accounts for 0.05% of the portfolio, ranked #252.

First Heartland Consultants first reported a position in IAU in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.42M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First Heartland Consultants held 10,238 shares of iShares Gold Trust worth $773K as of Q2 2026.
First Heartland Consultants bought 1,109 iShares Gold Trust shares in Q2 2026, an estimated $94.1K.
iShares Gold Trust made up 0.05% of First Heartland Consultants's portfolio in Q2 2026, its #252 holding.
First Heartland Consultants first reported a position in iShares Gold Trust in Q2 2013 and has held it in 24 quarters since.
First Heartland Consultants's iShares Gold Trust position peaked at $1.42M in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.