Lugano Financial Advisors SA (LFA)’s iShares Gold Trust IAU Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$294K	Hold	3,893	–	–	0.18%	63
2026 Q1	$343K	Hold	3,893	–	–	0.17%	53
2025 Q4	$316K	Buy	3,893 +209	+6%	+$16.3K	0.16%	58
2025 Q3	$268K	Buy	3,684 +1,613	+78%	+$105K	0.14%	68
2025 Q2	$129K	Buy	+2,071	New	+$128K	0.08%	101
2019 Q1	–	Sell	-1,910	Closed	-$44K	–	152
2018 Q4	$44K	Hold	1,910	–	–	0.03%	133
2018 Q3	$44K	Hold	1,910	–	–	0.03%	133
2018 Q2	$46K	Buy	+1,910	New	+$47.9K	0.04%	102

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IAU Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,893 shares worth $294K. The position accounts for 0.18% of the portfolio, ranked #63.

Lugano Financial Advisors SA (LFA) first reported a position in IAU in Q2 2018 and has held it in 8 quarters since. The position peaked at $343K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 3,893 shares of iShares Gold Trust worth $294K as of Q2 2026.
Lugano Financial Advisors SA (LFA) left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.18% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #63 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Gold Trust in Q2 2018 and has held it in 8 quarters since.
Lugano Financial Advisors SA (LFA)'s iShares Gold Trust position peaked at $343K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.