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

Nations 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 		$588K Sell
7,786
-52,446
-87% -$4.45M 0.03% 509
2026
Q1 		$5.31M Buy
60,232
+6,026
+11% +$553K 0.27% 88
2025
Q4 		$4.4M Buy
54,206
+19,985
+58% +$1.56M 0.23% 104
2025
Q3 		$2.49M Sell
34,221
-2,929
-8% -$191K 0.16% 163
2025
Q2 		$2.32M Buy
37,150
+16,341
+79% +$1.01M 0.16% 158
2025
Q1 		$1.23M Buy
20,809
+84
+0.4% +$4.54K 0.09% 241
2024
Q4 		$1.03M Sell
20,725
-288
-1% -$14.5K 0.08% 269
2024
Q3 		$1.04M Buy
21,013
+3,667
+21% +$172K 0.08% 270
2024
Q2 		$762K Buy
17,346
+51
+0.3% +$2.25K 0.06% 311
2024
Q1 		$727K Sell
17,295
-917
-5% -$35.9K 0.06% 323
2023
Q4 		$711K Sell
18,212
-713
-4% -$26.7K 0.07% 301
2023
Q3 		$662K Buy
18,925
+2,181
+13% +$79.6K 0.07% 300
2023
Q2 		$609K Sell
16,744
-113
-0.7% -$4.24K 0.06% 336
2023
Q1 		$630K Sell
16,857
-4,996
-23% -$179K 0.07% 311
2022
Q4 		$756K Sell
21,853
-1,361
-6% -$44.7K 0.08% 267
2022
Q3 		$732K Sell
23,214
-203
-0.9% -$6.65K 0.11% 213
2022
Q2 		$803K Buy
23,417
+562
+2% +$20K 0.11% 214
2022
Q1 		$842K Buy
22,855
+746
+3% +$26.7K 0.1% 218
2021
Q4 		$770K Buy
22,109
+1,196
+6% +$40.9K 0.1% 214
2021
Q3 		$699K Buy
20,913
+1,178
+6% +$40.1K 0.11% 217
2021
Q2 		$665K Buy
19,735
+893
+5% +$30.9K 0.11% 213
2021
Q1 		$613K Buy
18,842
+338
+2% +$11.6K 0.14% 193
2020
Q4 		$671K Buy
18,504
+2,402
+15% +$86K 0.18% 153
2020
Q3 		$579K Sell
16,102
-770
-5% -$28.1K 0.18% 152
2020
Q2 		$573K Sell
16,872
-894
-5% -$29.3K 0.2% 145
2020
Q1 		$535K Sell
17,766
-214
-1% -$6.47K 0.23% 136
2019
Q4 		$521K Buy
17,980
+642
+4% +$18.2K 0.18% 168
2019
Q3 		$501K Buy
17,338
+607
+4% +$17.1K 0.18% 170
2019
Q2 		$452K Buy
16,731
+59
+0.4% +$1.48K 0.3% 93
2019
Q1 		$413K Sell
16,672
-279
-2% -$6.97K 0.28% 100
2018
Q4 		$417K Buy
16,951
+759
+5% +$17.9K 0.33% 87
2018
Q3 		$370K Sell
16,192
-2,240
-12% -$52K 0.27% 105
2018
Q2 		$443K Buy
18,432
+1,109
+6% +$27.8K 0.37% 79
2018
Q1 		$441K Buy
17,323
+521
+3% +$13.3K 0.4% 74
2017
Q4 		$420K Buy
16,802
+1,282
+8% +$31.5K 0.39% 82
2017
Q3 		$382K Buy
15,520
+3,984
+35% +$98K 0.37% 85
2017
Q2 		$275K Buy
+11,536
New +$279K 0.23% 134

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Nations Financial Group reduced its iShares Gold Trust (IAU) stake by 87% in Q2 2026, selling an estimated $4.45M and leaving 7,786 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #509.

Nations Financial Group first reported a position in IAU in Q2 2017 and has held it in 37 quarters since. The position peaked at $5.31M in Q1 2026. 605 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Nations Financial Group held 7,786 shares of iShares Gold Trust worth $588K as of Q2 2026.
  • Nations Financial Group sold 52,446 iShares Gold Trust shares in Q2 2026, an estimated $4.45M.
  • iShares Gold Trust made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #509 holding.
  • Nations Financial Group first reported a position in iShares Gold Trust in Q2 2017 and has held it in 37 quarters since.
  • Nations Financial Group's iShares Gold Trust position peaked at $5.31M in Q1 2026.
  • 605 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.