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

REAP 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 		$511K Buy
6,761
+2
+0% +$170 0.09% 72
2026
Q1 		$596K Buy
6,759
+298
+5% +$27.3K 0.12% 63
2025
Q4 		$524K Buy
6,461
+6,407
+11,865% +$501K 0.11% 70
2025
Q3 		$3.93K Sell
54
-8
-13% -$522 ﹤0.01% 431
2025
Q2 		$3.87K Hold
62
– – ﹤0.01% 427
2025
Q1 		$3.66K Sell
62
-132
-68% -$7.14K ﹤0.01% 455
2024
Q4 		$9.61K Buy
194
+62
+47% +$3.12K ﹤0.01% 373
2024
Q3 		$6.56K Hold
132
– – ﹤0.01% 418
2024
Q2 		$5.8K Hold
132
– – ﹤0.01% 397
2024
Q1 		$5.54K Sell
132
-2,430
-95% -$95.3K ﹤0.01% 433
2023
Q4 		$100K Buy
+2,562
New +$95.9K 0.03% 195

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

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

REAP Financial Group increased its iShares Gold Trust (IAU) stake by 0.03% in Q2 2026, buying an estimated $170 and bringing the position to 6,761 shares worth $511K. The position accounts for 0.09% of the portfolio, ranked #72.

REAP Financial Group first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $596K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • REAP Financial Group held 6,761 shares of iShares Gold Trust worth $511K as of Q2 2026.
  • REAP Financial Group bought 2 iShares Gold Trust shares in Q2 2026, an estimated $170.
  • iShares Gold Trust made up 0.09% of REAP Financial Group's portfolio in Q2 2026, its #72 holding.
  • REAP Financial Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • REAP Financial Group's iShares Gold Trust position peaked at $596K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on REAP Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.