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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IAU Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,893 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #53.

Lugano Financial Advisors SA (LFA) first reported a position in IAU in Q2 2018 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Lugano Financial Advisors SA (LFA) held 3,893 shares of iShares Gold Trust worth $343K as of Q1 2026.
Lugano Financial Advisors SA (LFA) left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.17% of Lugano Financial Advisors SA (LFA)'s portfolio in Q1 2026, its #53 holding.
Lugano Financial Advisors SA (LFA) first reported a position in iShares Gold Trust in Q2 2018 and has held it in 7 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.