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Independent Financial Group’s iShares Gold Trust IAU Stock Holding History

Independent Financial Group’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 		$9.51M Buy
125,884
+401
+0.3% +$34K 0.18% 110
2026
Q1 		$11.1M Sell
125,483
-38,712
-24% -$3.55M 0.25% 72
2025
Q4 		$13.3M Buy
164,195
+33,957
+26% +$2.66M 0.3% 57
2025
Q3 		$9.48M Buy
130,238
+7,671
+6% +$500K 0.23% 77
2025
Q2 		$7.64M Buy
122,567
+2,081
+2% +$129K 0.21% 85
2025
Q1 		$7.1M Sell
120,486
-72,985
-38% -$3.95M 0.24% 75
2024
Q4 		$9.58M Buy
193,471
+13,610
+8% +$684K 0.32% 53
2024
Q3 		$8.94M Sell
179,861
-40,486
-18% -$1.9M 0.33% 52
2024
Q2 		$9.68M Buy
220,347
+49,133
+29% +$2.17M 0.39% 40
2024
Q1 		$7.19M Buy
171,214
+557
+0.3% +$21.8K 0.33% 60
2023
Q4 		$6.66M Sell
170,657
-20,424
-11% -$764K 0.36% 49
2023
Q3 		$6.69M Sell
191,081
-19,716
-9% -$719K 0.44% 34
2023
Q2 		$7.67M Buy
210,797
+15,069
+8% +$565K 0.53% 22
2023
Q1 		$7.31M Buy
195,728
+20,187
+11% +$724K 0.59% 20
2022
Q4 		$6.07M Buy
175,541
+1,552
+0.9% +$51K 0.52% 27
2022
Q3 		$5.49M Sell
173,989
-26,210
-13% -$859K 0.5% 25
2022
Q2 		$6.87M Buy
200,199
+7,300
+4% +$260K 0.73% 15
2022
Q1 		$7.1M Buy
192,899
+16,730
+9% +$598K 0.58% 21
2021
Q4 		$6.13M Sell
176,169
-2,291
-1% -$78.3K 0.51% 28
2021
Q3 		$5.96M Buy
178,460
+4,690
+3% +$160K 0.61% 24
2021
Q2 		$5.86M Sell
173,770
-14,027
-7% -$485K 0.62% 23
2021
Q1 		$6.11M Sell
187,797
-4,474
-2% -$153K 0.79% 15
2020
Q4 		$6.97M Sell
192,271
-46,933
-20% -$1.68M 1.03% 10
2020
Q3 		$8.61M Sell
239,204
-13,882
-5% -$507K 1.62% 5
2020
Q2 		$8.6M Buy
253,086
+8,977
+4% +$294K 1.89% 5
2020
Q1 		$7.36M Buy
+244,109
New +$7.38M 2.16% 6

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Independent Financial Group's IAU Position: Q2 2026 in Review

Independent Financial Group increased its iShares Gold Trust (IAU) stake by 0.32% in Q2 2026, buying an estimated $34K and bringing the position to 125,884 shares worth $9.51M. The position accounts for 0.18% of the portfolio, ranked #110.

Independent Financial Group first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.3M in Q4 2025. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Independent Financial Group held 125,884 shares of iShares Gold Trust worth $9.51M as of Q2 2026.
  • Independent Financial Group bought 401 iShares Gold Trust shares in Q2 2026, an estimated $34K.
  • iShares Gold Trust made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #110 holding.
  • Independent Financial Group first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Gold Trust position peaked at $13.3M in Q4 2025.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.