Focus Financial Network’s iShares Gold Trust IAU Stock Holding History

Focus Financial Network’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	$3.2M	Buy	42,314 +1,562	+4%	+$133K	0.1%	163
2026 Q1	$3.59M	Buy	40,752 +5,919	+17%	+$543K	0.13%	139
2025 Q4	$2.83M	Buy	34,833 +3,716	+12%	+$291K	0.1%	163
2025 Q3	$2.26M	Buy	31,117 +4,775	+18%	+$312K	0.08%	185
2025 Q2	$1.64M	Sell	26,342 -12,646	-32%	-$784K	0.06%	217
2025 Q1	$2.3M	Buy	38,988 +9,411	+32%	+$509K	0.09%	166
2024 Q4	$1.46M	Sell	29,577 -20,568	-41%	-$1.03M	0.06%	224
2024 Q3	$2.49M	Buy	50,145 +2,274	+5%	+$106K	0.1%	156
2024 Q2	$2.22M	Buy	47,871 +6,219	+15%	+$275K	0.1%	156
2024 Q1	$1.87M	Buy	41,652 +14,863	+55%	+$583K	0.09%	168
2023 Q4	$1.05M	Buy	26,789 +10,175	+61%	+$381K	0.04%	310
2023 Q3	$581K	Buy	16,614 +115	+0.7%	+$4.2K	0.03%	330
2023 Q2	$600K	Sell	16,499 -121	-0.7%	-$4.54K	0.03%	326
2023 Q1	$621K	Buy	16,620 +1,105	+7%	+$39.7K	0.04%	307
2022 Q4	$537K	Sell	15,515 -27,276	-64%	-$896K	0.04%	276
2022 Q3	$1.35M	Sell	42,791 -13,007	-23%	-$426K	0.12%	148
2022 Q2	$1.91M	Sell	55,798 -422	-0.8%	-$15K	0.16%	117
2022 Q1	$2.07M	Buy	+56,220	New	+$2.01M	0.14%	122
2021 Q2	–	Sell	-5,544	Closed	-$180K	–	410
2021 Q1	$180K	Buy	+5,544	New	+$189K	0.02%	390
2020 Q4	–	Sell	-5,713	Closed	-$206K	–	448
2020 Q3	$206K	Buy	+5,713	New	+$209K	0.02%	421
2020 Q1	–	Sell	-8,825	Closed	-$256K	–	392
2019 Q4	$256K	Buy	8,825 +26	+0.3%	+$737	0.03%	347
2019 Q3	$248K	Buy	8,799 +1,663	+23%	+$46.9K	0.03%	327
2019 Q2	$193K	Buy	7,136 +557	+8%	+$14K	0.03%	359
2019 Q1	$163K	Buy	+6,579	New	+$164K	0.03%	357

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

Focus Financial Network's IAU Position: Q2 2026 in Review

Focus Financial Network increased its iShares Gold Trust (IAU) stake by 3.8% in Q2 2026, buying an estimated $133K and bringing the position to 42,314 shares worth $3.2M. The position accounts for 0.1% of the portfolio, ranked #163.

Focus Financial Network first reported a position in IAU in Q1 2019 and has held it in 24 quarters since. The position peaked at $3.59M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Focus Financial Network held 42,314 shares of iShares Gold Trust worth $3.2M as of Q2 2026.
Focus Financial Network bought 1,562 iShares Gold Trust shares in Q2 2026, an estimated $133K.
iShares Gold Trust made up 0.1% of Focus Financial Network's portfolio in Q2 2026, its #163 holding.
Focus Financial Network first reported a position in iShares Gold Trust in Q1 2019 and has held it in 24 quarters since.
Focus Financial Network's iShares Gold Trust position peaked at $3.59M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.