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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
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 $1.37T 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 $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $235B AUM 32.99% 1-Year Est. Return

RFG - Bristol Wealth Advisors's IAU Position: Q1 2026 in Review

RFG - Bristol Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 11% in Q1 2026, selling an estimated $308K and leaving 28,416 shares worth $2.51M. The position accounts for 0.68% of the portfolio, ranked #33.

RFG - Bristol Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.44M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • RFG - Bristol Wealth Advisors held 28,416 shares of iShares Gold Trust worth $2.51M as of Q1 2026.
  • RFG - Bristol Wealth Advisors sold 3,358 iShares Gold Trust shares in Q1 2026, an estimated $308K.
  • iShares Gold Trust made up 0.68% of RFG - Bristol Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • RFG - Bristol Wealth Advisors's iShares Gold Trust position peaked at $7.44M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.