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

Frazier 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
Q1 		– Sell
-70
Closed -$5.68K – 862
2025
Q4 		$5.68K Hold
70
– – ﹤0.01% 449
2025
Q3 		$5.09K Hold
70
– – ﹤0.01% 455
2025
Q2 		$4.37K Hold
70
– – ﹤0.01% 472
2025
Q1 		$4.13K Sell
70
-267
-79% -$14.4K ﹤0.01% 455
2024
Q4 		$16.6K Hold
337
– – 0.01% 273
2024
Q3 		$16.7K Hold
337
– – 0.01% 282
2024
Q2 		$14.8K Hold
337
– – 0.01% 349
2024
Q1 		$14.2K Buy
337
+267
+381% +$10.5K 0.01% 331
2023
Q4 		$2.73K Buy
+70
New +$2.62K ﹤0.01% 634

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Frazier Financial Advisors's IAU Position: Q1 2026 in Review

Frazier Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 70 shares — an estimated $5.68K sold.

Frazier Financial Advisors first reported a position in IAU in Q4 2023 and held it in 9 quarters. The position peaked at $16.7K in Q3 2024. 1,973 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Frazier Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Frazier Financial Advisors sold 70 iShares Gold Trust shares in Q1 2026, an estimated $5.68K.
  • Frazier Financial Advisors first reported a position in iShares Gold Trust in Q4 2023 and held it in 9 quarters.
  • Frazier Financial Advisors's iShares Gold Trust position peaked at $16.7K in Q3 2024.
  • 1,973 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.