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SWP Financial’s iShares Gold Trust IAU Stock Holding History

SWP 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
Q2 		$717K Buy
9,500
+1,441
+18% +$122K 0.33% 43
2026
Q1 		$710K Sell
8,059
-20,122
-71% -$1.85M 0.36% 39
2025
Q4 		$2.29M Sell
28,181
-3,463
-11% -$271K 1.15% 26
2025
Q3 		$2.3M Buy
31,644
+9,945
+46% +$649K 1.17% 26
2025
Q2 		$1.35M Sell
21,699
-2,563
-11% -$159K 0.74% 33
2025
Q1 		$1.43M Buy
24,262
+11,080
+84% +$599K 0.87% 30
2024
Q4 		$653K Buy
+13,182
New +$662K 0.39% 38

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

SWP Financial's IAU Position: Q2 2026 in Review

SWP Financial increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $122K and bringing the position to 9,500 shares worth $717K. The position accounts for 0.33% of the portfolio, ranked #43.

SWP Financial first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.3M in Q3 2025. 1,047 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • SWP Financial held 9,500 shares of iShares Gold Trust worth $717K as of Q2 2026.
  • SWP Financial bought 1,441 iShares Gold Trust shares in Q2 2026, an estimated $122K.
  • iShares Gold Trust made up 0.33% of SWP Financial's portfolio in Q2 2026, its #43 holding.
  • SWP Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • SWP Financial's iShares Gold Trust position peaked at $2.3M in Q3 2025.
  • 1,047 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.