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LBMC Investment Advisors’s iShares Gold Trust IAU Stock Holding History

LBMC Investment Advisors’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 		$383K Buy
5,078
+1,200
+31% +$102K 0.02% 179
2026
Q1 		$342K Hold
3,878
– – 0.02% 190
2025
Q4 		$315K Hold
3,878
– – 0.02% 186
2025
Q3 		$282K Hold
3,878
– – 0.02% 200
2025
Q2 		$242K Hold
3,878
– – 0.02% 193
2025
Q1 		$229K Buy
+3,878
New +$210K 0.02% 185

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

LBMC Investment Advisors's IAU Position: Q2 2026 in Review

LBMC Investment Advisors increased its iShares Gold Trust (IAU) stake by 31% in Q2 2026, buying an estimated $102K and bringing the position to 5,078 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #179.

LBMC Investment Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LBMC Investment Advisors held 5,078 shares of iShares Gold Trust worth $383K as of Q2 2026.
  • LBMC Investment Advisors bought 1,200 iShares Gold Trust shares in Q2 2026, an estimated $102K.
  • iShares Gold Trust made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #179 holding.
  • LBMC Investment Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.