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Strengthening Families & Communities LLC’s iShares Gold Trust IAU Stock Holding History

Strengthening Families & Communities LLC’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 		$1.27M Buy
+14,457
New +$1.33M 0.32% 97
2025
Q4 		– Sell
-43,516
Closed -$2.43M – 539
2025
Q3 		$2.43M Sell
43,516
-18,856
-30% -$1.23M 0.54% 73
2025
Q2 		$3.68M Buy
62,372
+55,072
+754% +$3.41M 2.04% 13
2025
Q1 		$321K Sell
7,300
-42,847
-85% -$2.32M 0.2% 59
2024
Q4 		$2.48M Sell
50,147
-745
-1% -$37.4K 1.41% 20
2024
Q3 		$2.53M Buy
50,892
+37,476
+279% +$1.75M 0.65% 59
2024
Q2 		$590K Buy
+13,416
New +$593K 0.17% 121
2023
Q4 		– Sell
-6,131
Closed -$215K – 283
2023
Q3 		$215K Hold
6,131
– – 0.09% 128
2023
Q2 		$223K Hold
6,131
– – 0.1% 131
2023
Q1 		$229 Sell
6,131
-3,500
-36% -$126K ﹤0.01% 138
2022
Q4 		$333K Sell
9,631
-1,451
-13% -$47.6K 0.2% 107
2022
Q3 		$349K Sell
11,082
-155
-1% -$5.08K 0.18% 116
2022
Q2 		$414K Hold
11,237
– – 0.25% 91
2022
Q1 		$414K Hold
11,237
– – 0.26% 91
2021
Q4 		$78.7K Buy
+11,237
New +$384K 18.25% 2

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 $424B AUM 22.94% 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 $303B AUM 53.02% 1-Year Est. Return

Strengthening Families & Communities LLC's IAU Position: Q1 2026 in Review

Strengthening Families & Communities LLC opened a new position in iShares Gold Trust (IAU) in Q1 2026: 14,457 shares worth $1.27M. The stake represents 0.32% of the portfolio and ranks #97 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in IAU as recently as Q3 2025.

Strengthening Families & Communities LLC first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.68M in Q2 2025. 1,964 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Strengthening Families & Communities LLC held 14,457 shares of iShares Gold Trust worth $1.27M as of Q1 2026.
  • iShares Gold Trust was a new Strengthening Families & Communities LLC position in Q1 2026.
  • iShares Gold Trust made up 0.32% of Strengthening Families & Communities LLC's portfolio in Q1 2026, its #97 holding.
  • Strengthening Families & Communities LLC first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • Strengthening Families & Communities LLC's iShares Gold Trust position peaked at $3.68M in Q2 2025.
  • 1,964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q1 2026, filed 11 May 2026.