Francis Financial’s iShares Gold Trust IAU Stock Holding History

Francis Financial’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	$339K	Buy	+4,494	New	+$381K	0.06%	94

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

Francis Financial's IAU Position: Q2 2026 in Review

Francis Financial opened a new position in iShares Gold Trust (IAU) in Q2 2026: 4,494 shares worth $339K. The stake represents 0.06% of the portfolio and ranks #94 among its holdings.

1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Francis Financial held 4,494 shares of iShares Gold Trust worth $339K as of Q2 2026.
iShares Gold Trust was a new Francis Financial position in Q2 2026.
iShares Gold Trust made up 0.06% of Francis Financial's portfolio in Q2 2026, its #94 holding.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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