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TCFG Wealth Management’s iShares Gold Trust IAU Stock Holding History

TCFG Wealth Management’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 		$793K Sell
9,000
-101
-1% -$9.27K 0.3% 84
2025
Q4 		$739K Sell
9,101
-1,007
-10% -$78.8K 0.29% 88
2025
Q3 		$736K Buy
10,108
+1,629
+19% +$106K 0.29% 90
2025
Q2 		$529K Buy
+8,479
New +$525K 0.24% 114

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TCFG Wealth Management's IAU Position: Q1 2026 in Review

TCFG Wealth Management reduced its iShares Gold Trust (IAU) stake by 1.1% in Q1 2026, selling an estimated $9.27K and leaving 9,000 shares worth $793K. The position accounts for 0.3% of the portfolio, ranked #84.

TCFG Wealth Management first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. 1,972 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • TCFG Wealth Management held 9,000 shares of iShares Gold Trust worth $793K as of Q1 2026.
  • TCFG Wealth Management sold 101 iShares Gold Trust shares in Q1 2026, an estimated $9.27K.
  • iShares Gold Trust made up 0.3% of TCFG Wealth Management's portfolio in Q1 2026, its #84 holding.
  • TCFG Wealth Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,972 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.