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

Fragasso 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 		$210K Sell
2,779
-4
-0.1% -$340 0.01% 350
2026
Q1 		$244K Buy
2,783
+3
+0.1% +$275 0.01% 287
2025
Q4 		$226K Hold
2,780
– – 0.01% 273
2025
Q3 		$204K Buy
+2,780
New +$181K 0.01% 281

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

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

Fragasso Financial Advisors reduced its iShares Gold Trust (IAU) stake by 0.14% in Q2 2026, selling an estimated $340 and leaving 2,779 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #350.

Fragasso Financial Advisors first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $244K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Fragasso Financial Advisors held 2,779 shares of iShares Gold Trust worth $210K as of Q2 2026.
  • Fragasso Financial Advisors sold 4 iShares Gold Trust shares in Q2 2026, an estimated $340.
  • iShares Gold Trust made up 0.01% of Fragasso Financial Advisors's portfolio in Q2 2026, its #350 holding.
  • Fragasso Financial Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Fragasso Financial Advisors's iShares Gold Trust position peaked at $244K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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