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

Swisher 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 		$760K Sell
10,071
-5,812
-37% -$493K 0.48% 29
2026
Q1 		$1.4M Buy
15,883
+1,815
+13% +$166K 0.78% 21
2025
Q4 		$1.14M Buy
14,068
+1,009
+8% +$78.9K 0.65% 24
2025
Q3 		$950K Buy
+13,059
New +$852K 0.57% 27

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

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

Swisher Financial Concepts reduced its iShares Gold Trust (IAU) stake by 37% in Q2 2026, selling an estimated $493K and leaving 10,071 shares worth $760K. The position accounts for 0.48% of the portfolio, ranked #29.

Swisher Financial Concepts first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.4M in Q1 2026. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Swisher Financial Concepts held 10,071 shares of iShares Gold Trust worth $760K as of Q2 2026.
  • Swisher Financial Concepts sold 5,812 iShares Gold Trust shares in Q2 2026, an estimated $493K.
  • iShares Gold Trust made up 0.48% of Swisher Financial Concepts's portfolio in Q2 2026, its #29 holding.
  • Swisher Financial Concepts first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Swisher Financial Concepts's iShares Gold Trust position peaked at $1.4M in Q1 2026.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.