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Strategic Financial Concepts’s iShares Gold Trust IAU Stock Holding History

Strategic Financial Concepts’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 		$421K Sell
5,579
-27,119
-83% -$2.3M 0.13% 150
2026
Q1 		$2.88M Buy
32,698
+3,135
+11% +$288K 0.71% 36
2025
Q4 		$2.4M Buy
+29,563
New +$2.31M 2.19% 12
2025
Q2 		– Sell
-10,043
Closed -$592K – 321
2025
Q1 		$592K Buy
10,043
+1,112
+12% +$60.2K 0.11% 176
2024
Q4 		$442K Buy
+8,931
New +$449K 0.08% 194
2024
Q3 		– Sell
-27,806
Closed -$399K – 444
2024
Q2 		$399K Buy
27,806
+9,172
+49% +$405K 0.23% 84
2024
Q1 		$783K Buy
18,634
+377
+2% +$14.8K 0.19% 122
2023
Q4 		$713K Sell
18,257
-947
-5% -$35.4K 0.42% 61
2023
Q3 		$672K Buy
19,204
+656
+4% +$23.9K 0.23% 108
2023
Q2 		$675K Sell
18,548
-1,276
-6% -$47.8K 0.25% 95
2023
Q1 		$741K Buy
+19,824
New +$711K 0.3% 79

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

Strategic Financial Concepts's IAU Position: Q2 2026 in Review

Strategic Financial Concepts reduced its iShares Gold Trust (IAU) stake by 83% in Q2 2026, selling an estimated $2.3M and leaving 5,579 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #150.

Strategic Financial Concepts first reported a position in IAU in Q1 2023 and has held it in 11 quarters since. The position peaked at $2.88M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Strategic Financial Concepts held 5,579 shares of iShares Gold Trust worth $421K as of Q2 2026.
  • Strategic Financial Concepts sold 27,119 iShares Gold Trust shares in Q2 2026, an estimated $2.3M.
  • iShares Gold Trust made up 0.13% of Strategic Financial Concepts's portfolio in Q2 2026, its #150 holding.
  • Strategic Financial Concepts first reported a position in iShares Gold Trust in Q1 2023 and has held it in 11 quarters since.
  • Strategic Financial Concepts's iShares Gold Trust position peaked at $2.88M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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