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

Highland 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 		$9.33M Sell
123,538
-9,934
-7% -$843K 2.05% 16
2026
Q1 		$11.8M Buy
133,472
+9,687
+8% +$889K 3.11% 10
2025
Q4 		$10M Sell
123,785
-215
-0.2% -$16.8K 2.79% 13
2025
Q3 		$9.02M Buy
124,000
+2,464
+2% +$161K 2.59% 13
2025
Q2 		$7.58M Sell
121,536
-10,737
-8% -$665K 2.43% 14
2025
Q1 		$7.8M Sell
132,273
-10,648
-7% -$576K 2.79% 12
2024
Q4 		$7.08M Sell
142,921
-4,765
-3% -$239K 2.45% 13
2024
Q3 		$7.34M Sell
147,686
-30,144
-17% -$1.41M 2.61% 12
2024
Q2 		$7.81M Sell
177,830
-15,905
-8% -$703K 2.9% 13
2024
Q1 		$8.14M Sell
193,735
-15,898
-8% -$623K 3.26% 12
2023
Q4 		$8.18M Sell
209,633
-6,805
-3% -$255K 3.56% 11
2023
Q3 		$7.57M Buy
216,438
+2,182
+1% +$79.6K 3.92% 9
2023
Q2 		$7.8M Sell
214,256
-7,206
-3% -$270K 4.02% 10
2023
Q1 		$8.28M Sell
221,462
-896
-0.4% -$32.2K 4.49% 8
2022
Q4 		$7.69M Sell
222,358
-4,163
-2% -$137K 4.53% 8
2022
Q3 		$7.14M Sell
226,521
-522
-0.2% -$17.1K 4.96% 7
2022
Q2 		$7.79M Buy
+227,043
New +$8.08M 5.34% 7

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Highland Financial Advisors reduced its iShares Gold Trust (IAU) stake by 7.4% in Q2 2026, selling an estimated $843K and leaving 123,538 shares worth $9.33M. The position accounts for 2.05% of the portfolio, ranked #16.

Highland Financial Advisors first reported a position in IAU in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.8M in Q1 2026. 516 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Highland Financial Advisors held 123,538 shares of iShares Gold Trust worth $9.33M as of Q2 2026.
  • Highland Financial Advisors sold 9,934 iShares Gold Trust shares in Q2 2026, an estimated $843K.
  • iShares Gold Trust made up 2.05% of Highland Financial Advisors's portfolio in Q2 2026, its #16 holding.
  • Highland Financial Advisors first reported a position in iShares Gold Trust in Q2 2022 and has held it in 17 quarters since.
  • Highland Financial Advisors's iShares Gold Trust position peaked at $11.8M in Q1 2026.
  • 516 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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