First Pacific Financial’s iShares Gold Trust IAU Stock Holding History

First Pacific Financial’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	$191K	Hold	2,531	–	–	0.02%	177
2026 Q1	$223K	Hold	2,531	–	–	0.03%	163
2025 Q4	$205K	Hold	2,531	–	–	0.03%	167
2025 Q3	$184K	Hold	2,531	–	–	0.03%	169
2025 Q2	$158K	Sell	2,531 -156	-6%	-$9.67K	0.02%	179
2025 Q1	$158K	Buy	2,687 +2	+0.1%	+$108	0.03%	142
2024 Q4	$133K	Hold	2,685	–	–	0.03%	155
2024 Q3	$133K	Hold	2,685	–	–	0.03%	148
2024 Q2	$118K	Sell	2,685 -44	-2%	-$1.94K	0.03%	135
2024 Q1	$115K	Sell	2,729 -321	-11%	-$12.6K	0.03%	136
2023 Q4	$119K	Hold	3,050	–	–	0.04%	130
2023 Q3	$107K	Sell	3,050 -1,015	-25%	-$37K	0.05%	120
2023 Q2	$148K	Buy	+4,065	New	+$152K	0.06%	110
2022 Q4	–	Sell	-7,732	Closed	-$244K	–	108
2022 Q3	$244K	Sell	7,732 -687	-8%	-$22.5K	0.14%	99
2022 Q2	$289K	Sell	8,419 -1,416	-14%	-$50.4K	0.14%	100
2022 Q1	$362K	Sell	9,835 -8,879	-47%	-$317K	0.19%	84
2021 Q4	$651K	Sell	18,714 -8,976	-32%	-$307K	0.31%	72
2021 Q3	$925K	Sell	27,690 -13,066	-32%	-$445K	0.49%	29
2021 Q2	$1.37M	Buy	40,756 +991	+2%	+$34.3K	0.76%	14
2021 Q1	$1.29M	Buy	39,765 +5,740	+17%	+$196K	0.81%	14
2020 Q4	$1.23M	Buy	+34,025	New	+$1.22M	0.75%	13

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 Pacific Financial's IAU Position: Q2 2026 in Review

First Pacific Financial held its iShares Gold Trust (IAU) position steady in Q2 2026 at 2,531 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #177.

First Pacific Financial first reported a position in IAU in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.37M in Q2 2021. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

First Pacific Financial held 2,531 shares of iShares Gold Trust worth $191K as of Q2 2026.
First Pacific Financial left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of First Pacific Financial's portfolio in Q2 2026, its #177 holding.
First Pacific Financial first reported a position in iShares Gold Trust in Q4 2020 and has held it in 21 quarters since.
First Pacific Financial's iShares Gold Trust position peaked at $1.37M in Q2 2021.
1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.