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

Marmo 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
Q1 		$1.26M Hold
14,344
– – 0.63% 21
2025
Q4 		$1.16M Hold
14,344
– – 0.55% 21
2025
Q3 		$1.04M Sell
14,344
-57
-0.4% -$3.72K 0.51% 21
2025
Q2 		$898K Buy
14,401
+57
+0.4% +$3.53K 0.45% 19
2025
Q1 		$846K Sell
14,344
-57
-0.4% -$3.08K 0.46% 19
2024
Q4 		$713K Hold
14,401
– – 0.39% 18
2024
Q3 		$716K Hold
14,401
– – 0.38% 19
2024
Q2 		$633K Sell
14,401
-840
-6% -$37.1K 0.38% 19
2024
Q1 		$640K Hold
15,241
– – 0.39% 19
2023
Q4 		$595K Sell
15,241
-234
-2% -$8.76K 0.45% 12
2023
Q3 		$541K Hold
15,475
– – 0.51% 11
2023
Q2 		$563K Sell
15,475
-1,855
-11% -$69.5K 0.51% 11
2023
Q1 		$648K Buy
17,330
+7,451
+75% +$267K 0.62% 12
2022
Q4 		$342K Buy
+9,879
New +$324K 0.33% 13

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Marmo Financial Group's IAU Position: Q1 2026 in Review

Marmo Financial Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 14,344 shares worth $1.26M. The position accounts for 0.63% of the portfolio, ranked #21.

Marmo Financial Group first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Marmo Financial Group held 14,344 shares of iShares Gold Trust worth $1.26M as of Q1 2026.
  • Marmo Financial Group left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.63% of Marmo Financial Group's portfolio in Q1 2026, its #21 holding.
  • Marmo Financial Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.