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

Pure 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 Q1	$443K	Buy	5,029 +287	+6%	+$26.3K	0.01%	356
2025 Q4	$385K	Buy	4,742 +991	+26%	+$77.5K	0.01%	368
2025 Q3	$273K	Buy	+3,751	New	+$245K	﹤0.01%	414
2021 Q3	–	Sell	-20,934	Closed	-$706K	–	203
2021 Q2	$706K	Sell	20,934 -25	-0.1%	-$864	0.06%	111
2021 Q1	$682K	Buy	20,959 +2,207	+12%	+$75.4K	0.07%	102
2020 Q4	$680K	Buy	18,752 +79	+0.4%	+$2.83K	0.08%	103
2020 Q3	$672K	Buy	+18,673	New	+$682K	0.1%	89

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pure Financial Advisors's IAU Position: Q1 2026 in Review

Pure Financial Advisors increased its iShares Gold Trust (IAU) stake by 6.1% in Q1 2026, buying an estimated $26.3K and bringing the position to 5,029 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #356.

Pure Financial Advisors first reported a position in IAU in Q3 2020 and has held it in 7 quarters since. The position peaked at $706K in Q2 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Pure Financial Advisors held 5,029 shares of iShares Gold Trust worth $443K as of Q1 2026.
Pure Financial Advisors bought 287 iShares Gold Trust shares in Q1 2026, an estimated $26.3K.
iShares Gold Trust made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #356 holding.
Pure Financial Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 7 quarters since.
Pure Financial Advisors's iShares Gold Trust position peaked at $706K in Q2 2021.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.