IA
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IFP Advisors’s iShares Gold Trust IAU Stock Holding History

IFP 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 		$41.9M Sell
555,136
-11,717
-2% -$995K 0.76% 15
2026
Q1 		$50M Sell
566,853
-5,486
-1% -$503K 1.04% 9
2025
Q4 		$46.5M Buy
572,339
+5,393
+1% +$422K 1.04% 10
2025
Q3 		$41.3M Buy
566,946
+16,404
+3% +$1.07M 1.07% 9
2025
Q2 		$34.3M Buy
550,542
+15,038
+3% +$932K 0.98% 10
2025
Q1 		$31.6M Buy
535,504
+28,319
+6% +$1.53M 0.97% 10
2024
Q4 		$25.1M Buy
507,185
+86,542
+21% +$4.35M 0.82% 15
2024
Q3 		$20.9M Buy
420,643
+20,865
+5% +$977K 0.75% 19
2024
Q2 		$17.6M Buy
399,778
+35,565
+10% +$1.57M 0.7% 25
2024
Q1 		$15.3M Buy
364,213
+86,735
+31% +$3.4M 0.67% 25
2023
Q4 		$10.8M Buy
277,478
+194,486
+234% +$7.28M 0.51% 38
2023
Q3 		$2.9M Sell
82,992
-11,992
-13% -$438K 0.13% 154
2023
Q2 		$3.46M Buy
94,984
+28,790
+43% +$1.08M 0.14% 142
2023
Q1 		$2.38M Sell
66,194
-118,545
-64% -$4.25M 0.1% 200
2022
Q4 		$6.72M Sell
184,739
-65,709
-26% -$2.16M 0.18% 104
2022
Q3 		$9.08M Sell
250,448
-115,243
-32% -$3.78M 0.24% 89
2022
Q2 		$13.2M Hold
365,691
– – 0.42% 43
2022
Q1 		$13.2M Buy
365,691
+265,037
+263% +$9.47M 0.42% 43
2021
Q4 		$3.53M Buy
100,654
+3,909
+4% +$134K 0.07% 166
2021
Q3 		$3.24M Sell
96,745
-20,056
-17% -$683K 0.06% 182
2021
Q2 		$3.94M Buy
116,801
+7,347
+7% +$254K 0.08% 144
2021
Q1 		$3.56M Sell
109,454
-344,340
-76% -$11.8M 0.07% 138
2020
Q4 		$16.4M Sell
453,794
-71,826
-14% -$2.57M 0.67% 17
2020
Q3 		$18.9M Buy
525,620
+205,142
+64% +$7.49M 1.13% 10
2020
Q2 		$10.9M Buy
320,478
+195,854
+157% +$6.42M 0.86% 14
2020
Q1 		$3.88M Sell
124,624
-14,913
-11% -$451K 0.39% 57
2019
Q4 		$4.02M Buy
139,537
+18,229
+15% +$517K 0.3% 74
2019
Q3 		$3.47M Buy
+121,308
New +$3.42M 0.23% 101
2019
Q1 		$817K Sell
33,233
-56,357
-63% -$1.41M 0.11% 192
2018
Q4 		$2.2M Sell
89,590
-4,934
-5% -$116K 0.13% 172
2018
Q3 		$2.16M Buy
94,524
+4,432
+5% +$103K 0.09% 239
2018
Q2 		$2.17M Sell
90,092
-2,754
-3% -$69.1K 0.09% 233
2018
Q1 		$2.32M Hold
92,846
– – 0.11% 215
2017
Q4 		$2.32M Sell
92,846
-20,002
-18% -$491K 0.11% 215
2017
Q3 		$2.78M Buy
112,848
+9,051
+9% +$223K 0.11% 200
2017
Q2 		$2.48M Buy
103,797
+3,594
+4% +$87K 0.11% 217
2017
Q1 		$2.41M Sell
100,203
-131,433
-57% -$3.09M 0.1% 213
2016
Q4 		$5.13M Sell
231,636
-60,057
-21% -$1.41M 0.25% 87
2016
Q3 		$7.4M Buy
291,693
+155,153
+114% +$3.99M 0.38% 53
2016
Q2 		$3.48M Buy
136,540
+103,307
+311% +$2.51M 0.19% 100
2016
Q1 		$817K Buy
33,233
+4,702
+16% +$108K 0.11% 192
2015
Q4 		$584K Buy
+28,531
New +$608K 0.04% 450

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

IFP Advisors's IAU Position: Q2 2026 in Review

IFP Advisors reduced its iShares Gold Trust (IAU) stake by 2.1% in Q2 2026, selling an estimated $995K and leaving 555,136 shares worth $41.9M. The position accounts for 0.76% of the portfolio, ranked #15.

IFP Advisors first reported a position in IAU in Q4 2015 and has held it in 42 quarters since. The position peaked at $50M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • IFP Advisors held 555,136 shares of iShares Gold Trust worth $41.9M as of Q2 2026.
  • IFP Advisors sold 11,717 iShares Gold Trust shares in Q2 2026, an estimated $995K.
  • iShares Gold Trust made up 0.76% of IFP Advisors's portfolio in Q2 2026, its #15 holding.
  • IFP Advisors first reported a position in iShares Gold Trust in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Gold Trust position peaked at $50M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.