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

Sowa 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 		$21.5M Sell
285,204
-11,737
-4% -$996K 10.04% 5
2026
Q1 		$26.2M Sell
296,941
-99,576
-25% -$9.13M 12.97% 2
2025
Q4 		$32.2M Sell
396,517
-10,093
-2% -$789K 16.76% 2
2025
Q3 		$29.6M Buy
406,610
+5,429
+1% +$354K 16.6% 2
2025
Q2 		$25M Sell
401,181
-104,530
-21% -$6.48M 15.62% 2
2025
Q1 		$29.8M Sell
505,711
-2,880
-0.6% -$156K 19.58% 1
2024
Q4 		$25.2M Buy
508,591
+79,616
+19% +$4M 15.77% 2
2024
Q3 		$21.3M Sell
428,975
-22,770
-5% -$1.07M 13.47% 2
2024
Q2 		$19.8M Sell
451,745
-33,425
-7% -$1.48M 15.03% 2
2024
Q1 		$18.9M Hold
485,170
– – 15.45% 2
2023
Q4 		$18.9M Sell
485,170
-4,105
-0.8% -$154K 15.45% 2
2023
Q3 		$17.1M Sell
489,275
-8,230
-2% -$300K 12.86% 2
2023
Q2 		$18.1M Sell
497,505
-4,372
-0.9% -$164K 12.41% 2
2023
Q1 		$18.8M Sell
501,877
-7,618
-1% -$273K 13.43% 2
2022
Q4 		$17.6M Sell
509,495
-14,147
-3% -$465K 13.16% 2
2022
Q3 		$16.5M Sell
523,642
-7,812
-1% -$256K 13.04% 2
2022
Q2 		$18.2M Buy
531,454
+1,687
+0.3% +$60K 13.9% 1
2022
Q1 		$19.5M Sell
529,767
-2,388
-0.4% -$85.3K 11.7% 2
2021
Q4 		$18.5M Sell
532,155
-37
-0% -$1.26K 10.85% 2
2021
Q3 		$17.8M Buy
+532,192
New +$18.1M 11.54% 1
2021
Q2 		– Sell
-534,253
Closed -$17.4M – 72
2021
Q1 		$17.4M Buy
534,253
+4,813
+0.9% +$164K 12.24% 1
2020
Q4 		$19.2M Buy
529,440
+27,640
+6% +$989K 12.93% 1
2020
Q3 		$18.1M Buy
501,800
+46,972
+10% +$1.72M 12.94% 1
2020
Q2 		$15.5M Buy
454,828
+9,088
+2% +$298K 11.69% 1
2020
Q1 		$13.4M Buy
445,740
+118,395
+36% +$3.58M 11.82% 1
2019
Q4 		$9.49M Buy
+327,345
New +$9.28M 7.73% 1

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

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

Sowa Financial Group reduced its iShares Gold Trust (IAU) stake by 4% in Q2 2026, selling an estimated $996K and leaving 285,204 shares worth $21.5M. The position accounts for 10.04% of the portfolio, ranked #5.

Sowa Financial Group first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. The position peaked at $32.2M in Q4 2025. 1,888 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Sowa Financial Group held 285,204 shares of iShares Gold Trust worth $21.5M as of Q2 2026.
  • Sowa Financial Group sold 11,737 iShares Gold Trust shares in Q2 2026, an estimated $996K.
  • iShares Gold Trust made up 10.04% of Sowa Financial Group's portfolio in Q2 2026, its #5 holding.
  • Sowa Financial Group first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
  • Sowa Financial Group's iShares Gold Trust position peaked at $32.2M in Q4 2025.
  • 1,888 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.