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Flagstar Advisors’s iShares Gold Trust IAU Stock Holding History

Flagstar 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 		$449K Sell
5,950
-1,171
-16% -$99.4K 0.14% 135
2026
Q1 		$628K Sell
7,121
-1,442
-17% -$132K 0.23% 97
2025
Q4 		$695K Sell
8,563
-6,697
-44% -$524K 0.23% 96
2025
Q3 		$1.11M Sell
15,260
-45,566
-75% -$2.97M 0.34% 77
2025
Q2 		$3.79M Sell
60,826
-42,263
-41% -$2.62M 1.05% 27
2025
Q1 		$6.08M Buy
103,089
+601
+0.6% +$32.5K 1.55% 13
2024
Q4 		$5.07M Buy
102,488
+6,839
+7% +$344K 1.26% 23
2024
Q3 		$4.75M Buy
95,649
+2,901
+3% +$136K 1.2% 23
2024
Q2 		$4.07M Buy
92,748
+622
+0.7% +$27.5K 1.12% 25
2024
Q1 		$3.87M Buy
92,126
+4,375
+5% +$172K 1.08% 28
2023
Q4 		$3.42M Buy
87,751
+13,028
+17% +$487K 1.08% 25
2023
Q3 		$2.61M Buy
74,723
+12,681
+20% +$463K 0.99% 24
2023
Q2 		$2.26M Sell
62,042
-2,483
-4% -$93.1K 0.85% 32
2023
Q1 		$2.41M Sell
64,525
-2,282
-3% -$81.9K 0.88% 27
2022
Q4 		$2.31M Sell
66,807
-1,520
-2% -$49.9K 0.81% 32
2022
Q3 		$2.15M Buy
68,327
+1,690
+3% +$55.4K 0.81% 29
2022
Q2 		$2.29M Buy
66,637
+2,675
+4% +$95.2K 0.84% 28
2022
Q1 		$2.35M Buy
63,962
+8,961
+16% +$320K 0.74% 31
2021
Q4 		$1.92M Sell
55,001
-2,429
-4% -$83K 0.59% 42
2021
Q3 		$1.92M Buy
+57,430
New +$1.96M 0.64% 38

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 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

Flagstar Advisors's IAU Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Gold Trust (IAU) stake by 16% in Q2 2026, selling an estimated $99.4K and leaving 5,950 shares worth $449K. The position accounts for 0.14% of the portfolio, ranked #135.

Flagstar Advisors first reported a position in IAU in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.08M in Q1 2025. 851 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Flagstar Advisors held 5,950 shares of iShares Gold Trust worth $449K as of Q2 2026.
  • Flagstar Advisors sold 1,171 iShares Gold Trust shares in Q2 2026, an estimated $99.4K.
  • iShares Gold Trust made up 0.14% of Flagstar Advisors's portfolio in Q2 2026, its #135 holding.
  • Flagstar Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 20 quarters since.
  • Flagstar Advisors's iShares Gold Trust position peaked at $6.08M in Q1 2025.
  • 851 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.