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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Integrity Financial's IAU Position: Q1 2026 in Review

Integrity Financial reduced its iShares Gold Trust (IAU) stake by 2.2% in Q1 2026, selling an estimated $5.96K and leaving 2,839 shares worth $250K. The position accounts for 0.12% of the portfolio, ranked #133.

Integrity Financial first reported a position in IAU in Q4 2021 and has held it in 7 quarters since. The position peaked at $733K in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Integrity Financial held 2,839 shares of iShares Gold Trust worth $250K as of Q1 2026.
Integrity Financial sold 65 iShares Gold Trust shares in Q1 2026, an estimated $5.96K.
iShares Gold Trust made up 0.12% of Integrity Financial's portfolio in Q1 2026, its #133 holding.
Integrity Financial first reported a position in iShares Gold Trust in Q4 2021 and has held it in 7 quarters since.
Integrity Financial's iShares Gold Trust position peaked at $733K in Q4 2021.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.