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Summit Financial’s iShares Gold Trust IAU Stock Holding History

Summit Financial’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 		$22.6M Sell
256,644
-13,492
-5% -$1.24M 0.29% 66
2025
Q4 		$21.9M Sell
270,136
-4,771
-2% -$373K 0.32% 59
2025
Q3 		$20M Buy
274,907
+132
+0% +$8.61K 0.31% 60
2025
Q2 		$17.1M Sell
274,775
-4,983
-2% -$309K 0.39% 47
2025
Q1 		$16.5M Buy
279,758
+195,640
+233% +$10.6M 0.46% 39
2024
Q4 		$4.16M Buy
84,118
+79,145
+1,591% +$3.98M 0.15% 124
2024
Q3 		$247K Buy
+4,973
New +$233K 0.01% 486

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 $374B AUM 17.66% 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 $235B AUM 32.99% 1-Year Est. Return

Summit Financial's IAU Position: Q1 2026 in Review

Summit Financial reduced its iShares Gold Trust (IAU) stake by 5% in Q1 2026, selling an estimated $1.24M and leaving 256,644 shares worth $22.6M. The position accounts for 0.29% of the portfolio, ranked #66.

Summit Financial first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Summit Financial held 256,644 shares of iShares Gold Trust worth $22.6M as of Q1 2026.
  • Summit Financial sold 13,492 iShares Gold Trust shares in Q1 2026, an estimated $1.24M.
  • iShares Gold Trust made up 0.29% of Summit Financial's portfolio in Q1 2026, its #66 holding.
  • Summit Financial first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.