Pillar Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Pillar Financial Advisors’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	$428K	Hold	5,670	–	–	0.22%	33
2026 Q1	$500K	Hold	5,670	–	–	0.29%	29
2025 Q4	$460K	Hold	5,670	–	–	0.28%	33
2025 Q3	$413K	Hold	5,670	–	–	0.26%	34
2025 Q2	$354K	Hold	5,670	–	–	0.24%	35
2025 Q1	$334K	Hold	5,670	–	–	0.25%	35
2024 Q4	$281K	Buy	+5,670	New	+$285K	0.21%	38

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

Pillar Financial Advisors's IAU Position: Q2 2026 in Review

Pillar Financial Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,670 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #33.

Pillar Financial Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $500K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Pillar Financial Advisors held 5,670 shares of iShares Gold Trust worth $428K as of Q2 2026.
Pillar Financial Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.22% of Pillar Financial Advisors's portfolio in Q2 2026, its #33 holding.
Pillar Financial Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Pillar Financial Advisors's iShares Gold Trust position peaked at $500K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pillar Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.