SNS Financial Group’s iShares Gold Trust IAU Stock Holding History

SNS Financial Group’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	$335K	Buy	+4,433	New	+$376K	0.01%	441

Other funds holding IAU

Morgan Stanley New York $1.89T AUM 35.08% 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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SCHF (GPE) Wilson, Wyoming $2.48B AUM 8.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SNS Financial Group's IAU Position: Q2 2026 in Review

SNS Financial Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 4,433 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #441 among its holdings.

1,668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SNS Financial Group held 4,433 shares of iShares Gold Trust worth $335K as of Q2 2026.
iShares Gold Trust was a new SNS Financial Group position in Q2 2026.
iShares Gold Trust made up 0.01% of SNS Financial Group's portfolio in Q2 2026, its #441 holding.
1,668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SNS Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.