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RFG - Bristol Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

RFG - Bristol Wealth 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
Q2 		$1.83M Sell
24,221
-4,195
-15% -$356K 0.44% 46
2026
Q1 		$2.51M Sell
28,416
-3,358
-11% -$308K 0.68% 33
2025
Q4 		$2.58M Sell
31,774
-1,643
-5% -$128K 0.72% 36
2025
Q3 		$2.43M Sell
33,417
-31,502
-49% -$2.06M 0.7% 38
2025
Q2 		$4.05M Sell
64,919
-61,223
-49% -$3.79M 1.26% 21
2025
Q1 		$7.44M Buy
126,142
+103,432
+455% +$5.6M 2.49% 9
2024
Q4 		$1.12M Buy
+22,710
New +$1.14M 0.37% 62

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

RFG - Bristol Wealth Advisors's IAU Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 15% in Q2 2026, selling an estimated $356K and leaving 24,221 shares worth $1.83M. The position accounts for 0.44% of the portfolio, ranked #46.

RFG - Bristol Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.44M in Q1 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • RFG - Bristol Wealth Advisors held 24,221 shares of iShares Gold Trust worth $1.83M as of Q2 2026.
  • RFG - Bristol Wealth Advisors sold 4,195 iShares Gold Trust shares in Q2 2026, an estimated $356K.
  • iShares Gold Trust made up 0.44% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • RFG - Bristol Wealth Advisors's iShares Gold Trust position peaked at $7.44M in Q1 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.