Raymond James Financial
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Raymond James Financial’s iShares Gold Trust IAU Stock Holding History

Raymond James Financial’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
2025
Q4 		– Sell
-22,800
Closed -$1.48M – 5246
2025
Q3 		$1.48M Buy
+22,800
New +$1.49M ﹤0.01% 3411
2025
Q2 		– Sell
-23,600
Closed -$1.18M – 7029
2025
Q1 		$1.18M Hold
23,600
– – ﹤0.01% 3366
2024
Q4 		$1.18M Buy
+23,600
New +$1.19M ﹤0.01% 3338

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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Raymond James Financial's IAU Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Gold Trust (IAU) stake by 2.4% in Q1 2026, selling an estimated $12.4M and leaving 5,513,280 shares worth $486M. The position accounts for 0.15% of the portfolio, ranked #113.

Raymond James Financial first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Raymond James Financial held 5,513,280 shares of iShares Gold Trust worth $486M as of Q1 2026.
  • Raymond James Financial sold 135,210 iShares Gold Trust shares in Q1 2026, an estimated $12.4M.
  • iShares Gold Trust made up 0.15% of Raymond James Financial's portfolio in Q1 2026, its #113 holding.
  • Raymond James Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.