Sharp Financial Services’s iShares Gold Trust IAU Stock Holding History

Sharp Financial Services’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	$2.84M	Buy	37,671 +2,481	+7%	+$211K	1.32%	15
2026 Q1	$3.1M	Buy	35,190 +440	+1%	+$40.4K	1.53%	7
2025 Q4	$2.82M	Buy	34,750 +1,473	+4%	+$115K	1.42%	14
2025 Q3	$2.42M	Buy	33,277 +2,866	+9%	+$187K	1.32%	16
2025 Q2	$1.9M	Buy	30,411 +8,951	+42%	+$555K	1.22%	9
2025 Q1	$1.27M	Sell	21,460 -478	-2%	-$25.9K	0.97%	11
2024 Q4	$1.09M	Buy	21,938 +2,669	+14%	+$134K	0.82%	21
2024 Q3	$958K	Buy	19,269 +3,794	+25%	+$178K	0.74%	25
2024 Q2	$680K	Buy	15,475 +4,044	+35%	+$179K	0.58%	31
2024 Q1	$480K	Buy	11,431 +3,212	+39%	+$126K	0.45%	42
2023 Q4	$321K	Buy	+8,219	New	+$308K	0.35%	62

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

Sharp Financial Services's IAU Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Gold Trust (IAU) stake by 7.1% in Q2 2026, buying an estimated $211K and bringing the position to 37,671 shares worth $2.84M. The position accounts for 1.32% of the portfolio, ranked #15.

Sharp Financial Services first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.1M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sharp Financial Services held 37,671 shares of iShares Gold Trust worth $2.84M as of Q2 2026.
Sharp Financial Services bought 2,481 iShares Gold Trust shares in Q2 2026, an estimated $211K.
iShares Gold Trust made up 1.32% of Sharp Financial Services's portfolio in Q2 2026, its #15 holding.
Sharp Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Sharp Financial Services's iShares Gold Trust position peaked at $3.1M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.