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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
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
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

Sharp Financial Services's IAU Position: Q1 2026 in Review

Sharp Financial Services increased its iShares Gold Trust (IAU) stake by 1.3% in Q1 2026, buying an estimated $40.4K and bringing the position to 35,190 shares worth $3.1M. The position accounts for 1.53% of the portfolio, ranked #7.

Sharp Financial Services first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Sharp Financial Services held 35,190 shares of iShares Gold Trust worth $3.1M as of Q1 2026.
  • Sharp Financial Services bought 440 iShares Gold Trust shares in Q1 2026, an estimated $40.4K.
  • iShares Gold Trust made up 1.53% of Sharp Financial Services's portfolio in Q1 2026, its #7 holding.
  • Sharp Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.