L.J. Altfest & Co’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
L.J. Altfest & Co's IAU Position: Q2 2026 in Review
L.J. Altfest & Co increased its iShares Gold Trust (IAU) stake by 5% in Q2 2026, buying an estimated $11.5K and bringing the position to 2,854 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #299.
L.J. Altfest & Co first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $240K in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- L.J. Altfest & Co held 2,854 shares of iShares Gold Trust worth $216K as of Q2 2026.
- L.J. Altfest & Co bought 135 iShares Gold Trust shares in Q2 2026, an estimated $11.5K.
- iShares Gold Trust made up 0.02% of L.J. Altfest & Co's portfolio in Q2 2026, its #299 holding.
- L.J. Altfest & Co first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
- L.J. Altfest & Co's iShares Gold Trust position peaked at $240K in Q1 2026.
- 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.