Red Mountain Financial’s iShares Gold Trust IAU Stock Holding History

Red Mountain 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
2026 Q2	$2.98M	Sell	39,432 -3,900	-9%	-$331K	2.5%	14
2026 Q1	$3.82M	Sell	43,332 -1,045	-2%	-$95.9K	3.6%	6
2025 Q4	$3.6M	Sell	44,377 -511	-1%	-$40K	3.54%	8
2025 Q3	$3.27M	Sell	44,888 -486	-1%	-$31.7K	3.32%	10
2025 Q2	$2.83M	Sell	45,374 -775	-2%	-$48K	3.14%	11
2025 Q1	$2.72M	Hold	46,149	–	–	3.32%	10
2024 Q4	$2.28M	Sell	46,149 -165	-0.4%	-$8.29K	2.46%	12
2024 Q3	$2.3M	Hold	46,314	–	–	2.45%	12
2024 Q2	$2.03M	Buy	+46,314	New	+$2.05M	2.45%	11
2023 Q4	$1.9M	Buy	+48,723	New	+$1.82M	2.94%	9

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

Red Mountain Financial's IAU Position: Q2 2026 in Review

Red Mountain Financial reduced its iShares Gold Trust (IAU) stake by 9% in Q2 2026, selling an estimated $331K and leaving 39,432 shares worth $2.98M. The position accounts for 2.5% of the portfolio, ranked #14.

Red Mountain Financial first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.82M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Red Mountain Financial held 39,432 shares of iShares Gold Trust worth $2.98M as of Q2 2026.
Red Mountain Financial sold 3,900 iShares Gold Trust shares in Q2 2026, an estimated $331K.
iShares Gold Trust made up 2.5% of Red Mountain Financial's portfolio in Q2 2026, its #14 holding.
Red Mountain Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
Red Mountain Financial's iShares Gold Trust position peaked at $3.82M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.