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Joseph P. Lucia & Associates’s iShares Gold Trust IAU Stock Holding History

Joseph P. Lucia & Associates’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 		$467K Sell
6,188
-22
-0.4% -$1.87K 0.14% 118
2026
Q1 		$547K Buy
6,210
+1,851
+42% +$170K 0.2% 99
2025
Q4 		$354K Buy
4,359
+928
+27% +$72.6K 0.13% 123
2025
Q3 		$250K Buy
+3,431
New +$224K 0.09% 140
2022
Q3 		– Sell
-4,971
Closed -$171K – 242
2022
Q2 		$171K Buy
+4,971
New +$177K 0.12% 109
2021
Q4 		– Sell
-5,630
Closed -$188K – 306
2021
Q3 		$188K Sell
5,630
-587
-9% -$20K 0.11% 128
2021
Q2 		$210K Sell
6,217
-2,816
-31% -$97.3K 0.13% 123
2021
Q1 		$294K Sell
9,033
-3,377
-27% -$115K 0.13% 98
2020
Q4 		$450K Sell
12,410
-1,290
-9% -$46.2K 0.31% 73
2020
Q3 		$493K Sell
13,700
-280
-2% -$10.2K 0.46% 58
2020
Q2 		$475K Buy
13,980
+89
+0.6% +$2.92K 0.43% 59
2020
Q1 		$419K Sell
13,891
-14,184
-51% -$429K 0.47% 57
2019
Q4 		$814K Buy
28,075
+8,387
+43% +$238K 0.74% 39
2019
Q3 		$555K Buy
19,688
+17,475
+790% +$493K 0.57% 46
2019
Q2 		$60K Sell
2,213
-25,288
-92% -$634K 0.06% 154
2019
Q1 		$4.42K Buy
+27,501
New +$687K 0.33% 58

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

Joseph P. Lucia & Associates's IAU Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its iShares Gold Trust (IAU) stake by 0.35% in Q2 2026, selling an estimated $1.87K and leaving 6,188 shares worth $467K. The position accounts for 0.14% of the portfolio, ranked #118.

Joseph P. Lucia & Associates first reported a position in IAU in Q1 2019 and has held it in 16 quarters since. The position peaked at $814K in Q4 2019. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Joseph P. Lucia & Associates held 6,188 shares of iShares Gold Trust worth $467K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 22 iShares Gold Trust shares in Q2 2026, an estimated $1.87K.
  • iShares Gold Trust made up 0.14% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #118 holding.
  • Joseph P. Lucia & Associates first reported a position in iShares Gold Trust in Q1 2019 and has held it in 16 quarters since.
  • Joseph P. Lucia & Associates's iShares Gold Trust position peaked at $814K in Q4 2019.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.