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Fortis Group Advisors’s iShares Gold Trust IAU Stock Holding History

Fortis Group 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 		$821K Sell
10,870
-10,278
-49% -$872K 0.13% 155
2026
Q1 		$1.84M Sell
21,148
-42,478
-67% -$3.9M 0.3% 87
2025
Q4 		$5.8M Buy
63,626
+6,694
+12% +$524K 0.97% 19
2025
Q3 		$4.29M Sell
56,932
-19,940
-26% -$1.3M 0.74% 33
2025
Q2 		$4.77M Sell
76,872
-80,080
-51% -$4.96M 0.87% 30
2025
Q1 		$9.25M Buy
156,952
+74,516
+90% +$4.03M 1.8% 8
2024
Q4 		$4.08M Sell
82,436
-182,818
-69% -$9.19M 0.76% 42
2024
Q3 		$13.2M Buy
265,254
+34,316
+15% +$1.61M 2.44% 8
2024
Q2 		$10.1M Buy
230,938
+94,152
+69% +$4.16M 2.01% 14
2024
Q1 		$5.75M Buy
136,786
+37,320
+38% +$1.46M 1.06% 30
2023
Q4 		$3.72M Hold
99,466
– – 0.92% 19
2023
Q3 		$3.72M Buy
99,466
+13,244
+15% +$483K 1.14% 17
2023
Q2 		$3.14M Sell
86,222
-27,640
-24% -$1.04M 0.83% 29
2023
Q1 		$4.29M Buy
+113,862
New +$4.09M 1.3% 17

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fortis Group Advisors's IAU Position: Q2 2026 in Review

Fortis Group Advisors reduced its iShares Gold Trust (IAU) stake by 49% in Q2 2026, selling an estimated $872K and leaving 10,870 shares worth $821K. The position accounts for 0.13% of the portfolio, ranked #155.

Fortis Group Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.2M in Q3 2024. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fortis Group Advisors held 10,870 shares of iShares Gold Trust worth $821K as of Q2 2026.
  • Fortis Group Advisors sold 10,278 iShares Gold Trust shares in Q2 2026, an estimated $872K.
  • iShares Gold Trust made up 0.13% of Fortis Group Advisors's portfolio in Q2 2026, its #155 holding.
  • Fortis Group Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Fortis Group Advisors's iShares Gold Trust position peaked at $13.2M in Q3 2024.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.