Integrity Financial’s iShares Gold Trust IAU Stock Holding History

Integrity Financial’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	$206K	Sell	2,729 -110	-4%	-$9.34K	0.1%	144
2026 Q1	$250K	Sell	2,839 -65	-2%	-$5.96K	0.12%	133
2025 Q4	$236K	Buy	2,904 +105	+4%	+$8.21K	0.12%	120
2025 Q3	$204K	Buy	+2,799	New	+$183K	0.1%	140
2023 Q2	–	Sell	-6,423	Closed	-$240K	–	211
2023 Q1	$240K	Buy	+6,423	New	+$231K	0.19%	89
2022 Q3	–	Sell	-6,358	Closed	-$218K	–	211
2022 Q2	$218K	Sell	6,358 -2,823	-31%	-$100K	0.21%	80
2022 Q1	$338K	Sell	9,181 -11,870	-56%	-$424K	0.28%	66
2021 Q4	$733K	Buy	+21,051	New	+$719K	0.54%	40

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Integrity Financial's IAU Position: Q2 2026 in Review

Integrity Financial reduced its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, selling an estimated $9.34K and leaving 2,729 shares worth $206K. The position accounts for 0.1% of the portfolio, ranked #144.

Integrity Financial first reported a position in IAU in Q4 2021 and has held it in 8 quarters since. The position peaked at $733K in Q4 2021. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Integrity Financial held 2,729 shares of iShares Gold Trust worth $206K as of Q2 2026.
Integrity Financial sold 110 iShares Gold Trust shares in Q2 2026, an estimated $9.34K.
iShares Gold Trust made up 0.1% of Integrity Financial's portfolio in Q2 2026, its #144 holding.
Integrity Financial first reported a position in iShares Gold Trust in Q4 2021 and has held it in 8 quarters since.
Integrity Financial's iShares Gold Trust position peaked at $733K in Q4 2021.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Integrity Financial's 13F filing for Q2 2026, filed 31 Jul 2026.