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Lloyd Advisory Services’s iShares Gold Trust IAU Stock Holding History

Lloyd Advisory Services’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 		$9.66K Sell
128
-364
-74% -$30.9K ﹤0.01% 371
2026
Q1 		$43.4K Buy
492
+384
+356% +$35.2K 0.01% 287
2025
Q4 		$8.77K Buy
+108
New +$8.45K ﹤0.01% 403

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

Lloyd Advisory Services's IAU Position: Q2 2026 in Review

Lloyd Advisory Services reduced its iShares Gold Trust (IAU) stake by 74% in Q2 2026, selling an estimated $30.9K and leaving 128 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Lloyd Advisory Services first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $43.4K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lloyd Advisory Services held 128 shares of iShares Gold Trust worth $9.66K as of Q2 2026.
  • Lloyd Advisory Services sold 364 iShares Gold Trust shares in Q2 2026, an estimated $30.9K.
  • iShares Gold Trust made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #371 holding.
  • Lloyd Advisory Services first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's iShares Gold Trust position peaked at $43.4K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.