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IFC & Insurance Marketing’s iShares Gold Trust IAU Stock Holding History

IFC & Insurance Marketing’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 		$607K Buy
8,036
+26
+0.3% +$2.21K 0.53% 34
2026
Q1 		$706K Buy
8,010
+832
+12% +$76.3K 0.74% 28
2025
Q4 		$583K Buy
+7,178
New +$561K 0.58% 27

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

IFC & Insurance Marketing's IAU Position: Q2 2026 in Review

IFC & Insurance Marketing increased its iShares Gold Trust (IAU) stake by 0.32% in Q2 2026, buying an estimated $2.21K and bringing the position to 8,036 shares worth $607K. The position accounts for 0.53% of the portfolio, ranked #34.

IFC & Insurance Marketing first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $706K in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • IFC & Insurance Marketing held 8,036 shares of iShares Gold Trust worth $607K as of Q2 2026.
  • IFC & Insurance Marketing bought 26 iShares Gold Trust shares in Q2 2026, an estimated $2.21K.
  • iShares Gold Trust made up 0.53% of IFC & Insurance Marketing's portfolio in Q2 2026, its #34 holding.
  • IFC & Insurance Marketing first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • IFC & Insurance Marketing's iShares Gold Trust position peaked at $706K in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IFC & Insurance Marketing's 13F filing for Q2 2026, filed 9 Jul 2026.