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Reyes Financial Architecture’s iShares Gold Trust IAU Stock Holding History

Reyes Financial Architecture’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 		$199K Sell
2,631
-337
-11% -$28.6K 0.11% 75
2026
Q1 		$262K Sell
2,968
-480
-14% -$44K 0.21% 64
2025
Q4 		$280K Hold
3,448
– – 0.17% 62
2025
Q3 		$251K Hold
3,448
– – 0.17% 70
2025
Q2 		$215K Sell
3,448
-479
-12% -$29.7K 0.19% 71
2025
Q1 		$232K Hold
3,927
– – 0.17% 71
2024
Q4 		$194K Buy
+3,927
New +$197K 0.15% 71

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

Reyes Financial Architecture's IAU Position: Q2 2026 in Review

Reyes Financial Architecture reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $28.6K and leaving 2,631 shares worth $199K. The position accounts for 0.11% of the portfolio, ranked #75.

Reyes Financial Architecture first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Reyes Financial Architecture held 2,631 shares of iShares Gold Trust worth $199K as of Q2 2026.
  • Reyes Financial Architecture sold 337 iShares Gold Trust shares in Q2 2026, an estimated $28.6K.
  • iShares Gold Trust made up 0.11% of Reyes Financial Architecture's portfolio in Q2 2026, its #75 holding.
  • Reyes Financial Architecture first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Reyes Financial Architecture's iShares Gold Trust position peaked at $280K in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.