NFG
IAU icon

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

Nadler 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 		$5.29M Sell
70,044
-2,480
-3% -$211K 0.45% 27
2026
Q1 		$6.39M Buy
72,524
+4,935
+7% +$453K 0.62% 27
2025
Q4 		$5.49M Buy
67,589
+6,793
+11% +$531K 0.51% 27
2025
Q3 		$4.42M Sell
60,796
-380
-0.6% -$24.8K 0.42% 28
2025
Q2 		$3.81M Sell
61,176
-17,490
-22% -$1.08M 0.39% 30
2025
Q1 		$4.64M Buy
78,666
+6,062
+8% +$328K 0.51% 28
2024
Q4 		$3.59M Buy
72,604
+15,365
+27% +$772K 0.38% 32
2024
Q3 		$2.84M Buy
57,239
+600
+1% +$28.1K 0.31% 32
2024
Q2 		$2.49M Buy
56,639
+5,327
+10% +$235K 0.29% 33
2024
Q1 		$2.16M Sell
51,312
-2,072
-4% -$81.2K 0.27% 33
2023
Q4 		$2.08M Sell
53,384
-9,303
-15% -$348K 0.28% 32
2023
Q3 		$2.19M Buy
62,687
+5,365
+9% +$196K 0.33% 33
2023
Q2 		$2.09M Sell
57,322
-1,722
-3% -$64.6K 0.3% 33
2023
Q1 		$2.21M Sell
59,044
-8,445
-13% -$303K 0.35% 32
2022
Q4 		$2.33M Sell
67,489
-1,596,149
-96% -$52.4M 0.41% 30
2022
Q3 		$52.5M Sell
1,663,638
-127,930
-7% -$4.19M 9.98% 1
2022
Q2 		$61.5M Buy
1,791,568
+12,178
+0.7% +$433K 11.31% 1
2022
Q1 		$65.5M Buy
1,779,390
+4,233
+0.2% +$151K 10.27% 1
2021
Q4 		$61.8M Buy
1,775,157
+14,826
+0.8% +$507K 9.13% 1
2021
Q3 		$58.8M Buy
1,760,331
+34,979
+2% +$1.19M 9.6% 1
2021
Q2 		$58.2M Buy
1,725,352
+12,186
+0.7% +$421K 9.52% 1
2021
Q1 		$55.7M Buy
1,713,166
+66,104
+4% +$2.26M 9.96% 1
2020
Q4 		$59.7M Buy
1,647,062
+73,524
+5% +$2.63M 11.41% 1
2020
Q3 		$56.6M Buy
1,573,538
+135,261
+9% +$4.94M 12.55% 1
2020
Q2 		$48.9M Buy
1,438,277
+19,928
+1% +$653K 12.21% 1
2020
Q1 		$42.7M Buy
1,418,349
+22,258
+2% +$673K 13.14% 1
2019
Q4 		$40.5M Buy
1,396,091
+67,614
+5% +$1.92M 10% 1
2019
Q3 		$37.5M Buy
1,328,477
+62,242
+5% +$1.76M 10.43% 1
2019
Q2 		$34.2M Buy
1,266,235
+349,230
+38% +$8.75M 9.89% 1
2019
Q1 		$22.7M Buy
917,005
+883,330
+2,623% +$22.1M 7.23% 6
2018
Q4 		$828K Buy
+33,675
New +$793K 0.27% 36

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

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

Nadler Financial Group reduced its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, selling an estimated $211K and leaving 70,044 shares worth $5.29M. The position accounts for 0.45% of the portfolio, ranked #27.

Nadler Financial Group first reported a position in IAU in Q4 2018 and has held it in 31 quarters since. The position peaked at $65.5M in Q1 2022. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Nadler Financial Group held 70,044 shares of iShares Gold Trust worth $5.29M as of Q2 2026.
  • Nadler Financial Group sold 2,480 iShares Gold Trust shares in Q2 2026, an estimated $211K.
  • iShares Gold Trust made up 0.45% of Nadler Financial Group's portfolio in Q2 2026, its #27 holding.
  • Nadler Financial Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 31 quarters since.
  • Nadler Financial Group's iShares Gold Trust position peaked at $65.5M in Q1 2022.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.