SL
IAU icon

SFM LLC’s iShares Gold Trust IAU Stock Holding History

SFM LLC’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 		$323K Sell
4,284
-10
-0.2% -$849 0.17% 55
2026
Q1 		$379K Sell
4,294
-15
-0.3% -$1.38K 0.23% 50
2025
Q4 		$350K Sell
4,309
-110
-2% -$8.6K 0.21% 51
2025
Q3 		$322K Sell
4,419
-618
-12% -$40.3K 0.19% 50
2025
Q2 		$314K Sell
5,037
-2,379
-32% -$147K 0.2% 48
2025
Q1 		$437K Buy
7,416
+365
+5% +$19.7K 0.32% 47
2024
Q4 		$349K Buy
7,051
+2,100
+42% +$106K 0.25% 52
2024
Q3 		$246K Hold
4,951
– – 0.18% 53
2024
Q2 		$217K Hold
4,951
– – 0.16% 53
2024
Q1 		$208K Buy
+4,951
New +$194K 0.16% 55

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFM LLC's IAU Position: Q2 2026 in Review

SFM LLC reduced its iShares Gold Trust (IAU) stake by 0.23% in Q2 2026, selling an estimated $849 and leaving 4,284 shares worth $323K. The position accounts for 0.17% of the portfolio, ranked #55.

SFM LLC first reported a position in IAU in Q1 2024 and has held it in 10 quarters since. The position peaked at $437K in Q1 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SFM LLC held 4,284 shares of iShares Gold Trust worth $323K as of Q2 2026.
  • SFM LLC sold 10 iShares Gold Trust shares in Q2 2026, an estimated $849.
  • iShares Gold Trust made up 0.17% of SFM LLC's portfolio in Q2 2026, its #55 holding.
  • SFM LLC first reported a position in iShares Gold Trust in Q1 2024 and has held it in 10 quarters since.
  • SFM LLC's iShares Gold Trust position peaked at $437K in Q1 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.