L.J. Altfest & Co’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$240K Buy
2,719
+10
+0.4% +$917 0.03% 299
2025
Q4
$220K Buy
+2,709
New +$212K 0.02% 314

Other funds holding IAU

L.J. Altfest & Co's IAU Position: Q1 2026 in Review

L.J. Altfest & Co increased its iShares Gold Trust (IAU) stake by 0.37% in Q1 2026, buying an estimated $917 and bringing the position to 2,719 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #299.

L.J. Altfest & Co first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • L.J. Altfest & Co held 2,719 shares of iShares Gold Trust worth $240K as of Q1 2026.
  • L.J. Altfest & Co bought 10 iShares Gold Trust shares in Q1 2026, an estimated $917.
  • iShares Gold Trust made up 0.03% of L.J. Altfest & Co's portfolio in Q1 2026, its #299 holding.
  • L.J. Altfest & Co first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.