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Larson Financial Group’s iShares Gold Trust IAU Stock Holding History

Larson Financial Group’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 		$1.83M Buy
24,241
+2,290
+10% +$194K 0.05% 267
2026
Q1 		$1.94M Buy
21,951
+2,384
+12% +$219K 0.06% 244
2025
Q4 		$1.59M Buy
19,567
+9,727
+99% +$761K 0.05% 260
2025
Q3 		$716K Sell
9,840
-2,236
-19% -$146K 0.03% 378
2025
Q2 		$753K Buy
12,076
+227
+2% +$14.1K 0.03% 348
2025
Q1 		$699K Buy
11,849
+3,664
+45% +$198K 0.03% 322
2024
Q4 		$405K Hold
8,185
– – 0.02% 403
2024
Q3 		$407K Sell
8,185
-125
-2% -$5.85K 0.02% 392
2024
Q2 		$365K Buy
8,310
+187
+2% +$8.26K 0.02% 333
2024
Q1 		$341K Buy
8,123
+596
+8% +$23.4K 0.03% 291
2023
Q4 		$294K Sell
7,527
-412
-5% -$15.4K 0.03% 276
2023
Q3 		$278K Sell
7,939
-721
-8% -$26.3K 0.03% 264
2023
Q2 		$315K Sell
8,660
-1,055
-11% -$39.5K 0.03% 250
2023
Q1 		$363K Buy
9,715
+425
+5% +$15.3K 0.04% 237
2022
Q4 		$321K Buy
9,290
+1,046
+13% +$34.4K 0.04% 239
2022
Q3 		$260K Buy
8,244
+600
+8% +$19.7K 0.04% 241
2022
Q2 		$262K Buy
7,644
+580
+8% +$20.6K 0.05% 160
2022
Q1 		$260K Buy
7,064
+2,990
+73% +$107K 0.04% 170
2021
Q4 		$142K Buy
4,074
+804
+25% +$27.5K 0.02% 230
2021
Q3 		$109K Hold
3,270
– – 0.02% 201
2021
Q2 		$110K Sell
3,270
-881
-21% -$30.5K 0.03% 177
2021
Q1 		$135K Buy
4,151
+2,292
+123% +$78.3K 0.04% 139
2020
Q4 		$67K Sell
1,859
-554
-23% -$19.8K 0.02% 176
2020
Q3 		$87K Buy
2,413
+1,140
+90% +$41.6K 0.04% 140
2020
Q2 		$43K Sell
1,273
-255
-17% -$8.36K 0.02% 200
2020
Q1 		$46K Sell
1,528
-10
-0.7% -$302 0.03% 163
2019
Q4 		$45K Buy
1,538
+79
+5% +$2.24K 0.03% 160
2019
Q3 		$41K Buy
1,459
+2
+0.1% +$56 0.03% 161
2019
Q2 		$39K Sell
1,457
-105
-7% -$2.63K 0.03% 140
2019
Q1 		$39K Buy
1,562
+27
+2% +$674 0.03% 128
2018
Q4 		$38K Buy
+1,535
New +$36.1K 0.04% 124

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

Larson Financial Group's IAU Position: Q2 2026 in Review

Larson Financial Group increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $194K and bringing the position to 24,241 shares worth $1.83M. The position accounts for 0.05% of the portfolio, ranked #267.

Larson Financial Group first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.94M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Larson Financial Group held 24,241 shares of iShares Gold Trust worth $1.83M as of Q2 2026.
  • Larson Financial Group bought 2,290 iShares Gold Trust shares in Q2 2026, an estimated $194K.
  • iShares Gold Trust made up 0.05% of Larson Financial Group's portfolio in Q2 2026, its #267 holding.
  • Larson Financial Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's iShares Gold Trust position peaked at $1.94M in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.