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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
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
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

NFP Retirement Inc's IAU Position: Q1 2026 in Review

NFP Retirement Inc increased its iShares Gold Trust (IAU) stake by 6.8% in Q1 2026, buying an estimated $128K and bringing the position to 21,848 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #108.

NFP Retirement Inc first reported a position in IAU in Q1 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • NFP Retirement Inc held 21,848 shares of iShares Gold Trust worth $1.93M as of Q1 2026.
  • NFP Retirement Inc bought 1,395 iShares Gold Trust shares in Q1 2026, an estimated $128K.
  • iShares Gold Trust made up 0.12% of NFP Retirement Inc's portfolio in Q1 2026, its #108 holding.
  • NFP Retirement Inc first reported a position in iShares Gold Trust in Q1 2024 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.