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

Magnus 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 		$644K Sell
8,532
-474
-5% -$40.2K 0.05% 208
2026
Q1 		$794K Buy
9,006
+2,521
+39% +$231K 0.06% 174
2025
Q4 		$526K Buy
6,485
+30
+0.5% +$2.35K 0.04% 251
2025
Q3 		$470K Buy
6,455
+539
+9% +$35.2K 0.04% 264
2025
Q2 		$369K Buy
5,916
+1,784
+43% +$111K 0.03% 269
2025
Q1 		$244K Buy
+4,132
New +$224K 0.02% 310

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Magnus Financial Group reduced its iShares Gold Trust (IAU) stake by 5.3% in Q2 2026, selling an estimated $40.2K and leaving 8,532 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #208.

Magnus Financial Group first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $794K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Magnus Financial Group held 8,532 shares of iShares Gold Trust worth $644K as of Q2 2026.
  • Magnus Financial Group sold 474 iShares Gold Trust shares in Q2 2026, an estimated $40.2K.
  • iShares Gold Trust made up 0.05% of Magnus Financial Group's portfolio in Q2 2026, its #208 holding.
  • Magnus Financial Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Magnus Financial Group's iShares Gold Trust position peaked at $794K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.