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 Q2	$1.95M	Sell	25,803 -1,945	-7%	-$165K	0.33%	85
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 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

Florida Financial Advisors's IAU Position: Q2 2026 in Review

Florida Financial Advisors reduced its iShares Gold Trust (IAU) stake by 7% in Q2 2026, selling an estimated $165K and leaving 25,803 shares worth $1.95M. The position accounts for 0.33% of the portfolio, ranked #85.

Florida Financial Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.45M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Florida Financial Advisors held 25,803 shares of iShares Gold Trust worth $1.95M as of Q2 2026.
Florida Financial Advisors sold 1,945 iShares Gold Trust shares in Q2 2026, an estimated $165K.
iShares Gold Trust made up 0.33% of Florida Financial Advisors's portfolio in Q2 2026, its #85 holding.
Florida Financial Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Florida Financial Advisors's iShares Gold Trust position peaked at $2.45M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.