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

Oxford 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 		– Sell
-2,473
Closed -$218K – 306
2026
Q1 		$218K Sell
2,473
-500
-17% -$45.9K 0.01% 238
2025
Q4 		$241K Buy
+2,973
New +$233K 0.01% 211

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 22.96% 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

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

Oxford Financial Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,473 shares — an estimated $218K sold.

Oxford Financial Group first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $241K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Oxford Financial Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Oxford Financial Group sold 2,473 iShares Gold Trust shares in Q2 2026, an estimated $218K.
  • Oxford Financial Group first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • Oxford Financial Group's iShares Gold Trust position peaked at $241K in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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