NFP Retirement Inc’s iShares Gold Trust IAU Stock Holding History

NFP Retirement Inc’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	$1.8M	Buy	23,647 +1,799	+8%	+$153K	0.1%	114
2026 Q1	$1.93M	Buy	21,848 +1,395	+7%	+$128K	0.12%	108
2025 Q4	$1.66M	Buy	20,453 +12,602	+161%	+$986K	0.1%	111
2025 Q3	$571K	Buy	+7,851	New	+$512K	0.04%	180
2025 Q1	–	Sell	-18,655	Closed	-$924K	–	285
2024 Q4	$924K	Sell	18,655 -991	-5%	-$49.8K	0.07%	129
2024 Q3	$976K	Sell	19,646 -96	-0.5%	-$4.49K	0.08%	125
2024 Q2	$867K	Buy	19,742 +1,862	+10%	+$82.3K	0.07%	129
2024 Q1	$751K	Buy	+17,880	New	+$701K	0.06%	139

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NFP Retirement Inc's IAU Position: Q2 2026 in Review

NFP Retirement Inc increased its iShares Gold Trust (IAU) stake by 8.2% in Q2 2026, buying an estimated $153K and bringing the position to 23,647 shares worth $1.8M. The position accounts for 0.1% of the portfolio, ranked #114.

NFP Retirement Inc first reported a position in IAU in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.93M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

NFP Retirement Inc held 23,647 shares of iShares Gold Trust worth $1.8M as of Q2 2026.
NFP Retirement Inc bought 1,799 iShares Gold Trust shares in Q2 2026, an estimated $153K.
iShares Gold Trust made up 0.1% of NFP Retirement Inc's portfolio in Q2 2026, its #114 holding.
NFP Retirement Inc first reported a position in iShares Gold Trust in Q1 2024 and has held it in 8 quarters since.
NFP Retirement Inc's iShares Gold Trust position peaked at $1.93M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.