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Forum Financial Management’s iShares Gold Trust IAU Stock Holding History

Forum Financial Management’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 		$1.4M Sell
18,494
-41
-0.2% -$3.48K 0.02% 110
2026
Q1 		$1.63M Sell
18,535
-3,228
-15% -$296K 0.02% 90
2025
Q4 		$1.77M Sell
21,763
-134
-0.6% -$10.5K 0.02% 152
2025
Q3 		$1.59M Hold
21,897
– – 0.02% 160
2025
Q2 		$1.37M Sell
21,897
-4,700
-18% -$291K 0.02% 169
2025
Q1 		$1.57M Buy
26,597
+1,416
+6% +$76.6K 0.03% 145
2024
Q4 		$1.25M Buy
25,181
+106
+0.4% +$5.33K 0.02% 172
2024
Q3 		$1.25M Sell
25,075
-152
-0.6% -$7.12K 0.02% 158
2024
Q2 		$1.11M Buy
25,227
+192
+0.8% +$8.48K 0.02% 157
2024
Q1 		$1.05M Buy
25,035
+9
+0% +$353 0.02% 184
2023
Q4 		$977K Sell
25,026
-2,848
-10% -$107K 0.02% 168
2023
Q3 		$975K Sell
27,874
-9,378
-25% -$342K 0.02% 165
2023
Q2 		$1.36M Buy
37,252
+12,323
+49% +$462K 0.03% 122
2023
Q1 		$932K Sell
24,929
-1,230
-5% -$44.1K 0.03% 151
2022
Q4 		$905K Buy
26,159
+927
+4% +$30.4K 0.03% 147
2022
Q3 		$796K Sell
25,232
-417
-2% -$13.7K 0.04% 137
2022
Q2 		$880K Buy
25,649
+1,042
+4% +$37.1K 0.04% 136
2022
Q1 		$906K Buy
24,607
+6
+0% +$214 0.04% 137
2021
Q4 		$856K Buy
+24,601
New +$841K 0.04% 149

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

Forum Financial Management's IAU Position: Q2 2026 in Review

Forum Financial Management reduced its iShares Gold Trust (IAU) stake by 0.22% in Q2 2026, selling an estimated $3.48K and leaving 18,494 shares worth $1.4M. The position accounts for 0.02% of the portfolio, ranked #110.

Forum Financial Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.77M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Forum Financial Management held 18,494 shares of iShares Gold Trust worth $1.4M as of Q2 2026.
  • Forum Financial Management sold 41 iShares Gold Trust shares in Q2 2026, an estimated $3.48K.
  • iShares Gold Trust made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #110 holding.
  • Forum Financial Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's iShares Gold Trust position peaked at $1.77M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.