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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

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

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. 1,909 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.
  • 1,909 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.