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

Florida Financial 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
Q1 		$2.45M Buy
27,748
+17,557
+172% +$1.61M 0.59% 46
2025
Q4 		$827K Buy
10,191
+3,012
+42% +$236K 0.22% 111
2025
Q3 		$522K Sell
7,179
-284
-4% -$18.5K 0.16% 138
2025
Q2 		$465K Buy
7,463
+2,465
+49% +$153K 0.15% 147
2025
Q1 		$295K Buy
+4,998
New +$270K 0.12% 176

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Florida Financial Advisors's IAU Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares Gold Trust (IAU) stake by 172% in Q1 2026, buying an estimated $1.61M and bringing the position to 27,748 shares worth $2.45M. The position accounts for 0.59% of the portfolio, ranked #46.

Florida Financial Advisors first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Florida Financial Advisors held 27,748 shares of iShares Gold Trust worth $2.45M as of Q1 2026.
  • Florida Financial Advisors bought 17,557 iShares Gold Trust shares in Q1 2026, an estimated $1.61M.
  • iShares Gold Trust made up 0.59% of Florida Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Florida Financial Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.