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OneAscent Financial Services’s iShares Gold Trust IAU Stock Holding History

OneAscent Financial Services’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 		$920K Buy
12,187
+1,178
+11% +$100K 0.04% 250
2026
Q1 		$971K Buy
11,009
+698
+7% +$64K 0.05% 220
2025
Q4 		$837K Buy
10,311
+32
+0.3% +$2.5K 0.08% 175
2025
Q3 		$748K Sell
10,279
-804
-7% -$52.5K 0.05% 233
2025
Q2 		$692K Sell
11,083
-6,715
-38% -$416K 0.05% 250
2025
Q1 		$1.05M Buy
17,798
+7,348
+70% +$397K 0.07% 190
2024
Q4 		$517K Buy
+10,450
New +$525K 0.04% 251

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

OneAscent Financial Services's IAU Position: Q2 2026 in Review

OneAscent Financial Services increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $100K and bringing the position to 12,187 shares worth $920K. The position accounts for 0.04% of the portfolio, ranked #250.

OneAscent Financial Services first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q1 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • OneAscent Financial Services held 12,187 shares of iShares Gold Trust worth $920K as of Q2 2026.
  • OneAscent Financial Services bought 1,178 iShares Gold Trust shares in Q2 2026, an estimated $100K.
  • iShares Gold Trust made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #250 holding.
  • OneAscent Financial Services first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • OneAscent Financial Services's iShares Gold Trust position peaked at $1.05M in Q1 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.