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

Sovereign 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 		$811K Buy
10,737
+313
+3% +$26.6K 0.12% 157
2026
Q1 		$919K Sell
10,424
-7,946
-43% -$729K 0.16% 122
2025
Q4 		$1.49M Buy
18,370
+2,705
+17% +$212K 0.26% 70
2025
Q3 		$1.14M Buy
15,665
+1,439
+10% +$93.9K 0.21% 86
2025
Q2 		$887K Sell
14,226
-101
-0.7% -$6.26K 0.18% 104
2025
Q1 		$845K Buy
14,327
+3,941
+38% +$213K 0.19% 101
2024
Q4 		$514K Buy
10,386
+4,303
+71% +$216K 0.12% 157
2024
Q3 		$302K Sell
6,083
-69
-1% -$3.23K 0.07% 227
2024
Q2 		$270K Buy
6,152
+70
+1% +$3.09K 0.07% 227
2024
Q1 		$256K Buy
6,082
+189
+3% +$7.41K 0.07% 235
2023
Q4 		$230K Sell
5,893
-9,839
-63% -$368K 0.07% 220
2023
Q3 		$550K Buy
+15,732
New +$574K 0.2% 109

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Sovereign Financial Group increased its iShares Gold Trust (IAU) stake by 3% in Q2 2026, buying an estimated $26.6K and bringing the position to 10,737 shares worth $811K. The position accounts for 0.12% of the portfolio, ranked #157.

Sovereign Financial Group first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sovereign Financial Group held 10,737 shares of iShares Gold Trust worth $811K as of Q2 2026.
  • Sovereign Financial Group bought 313 iShares Gold Trust shares in Q2 2026, an estimated $26.6K.
  • iShares Gold Trust made up 0.12% of Sovereign Financial Group's portfolio in Q2 2026, its #157 holding.
  • Sovereign Financial Group first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • Sovereign Financial Group's iShares Gold Trust position peaked at $1.49M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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