TF
IAU icon

TME Financial’s iShares Gold Trust IAU Stock Holding History

TME 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 		$3.83M Buy
50,760
+7,758
+18% +$659K 2.37% 11
2026
Q1 		$3.79M Sell
43,002
-4,988
-10% -$458K 2.63% 14
2025
Q4 		$3.9M Sell
47,990
-4,731
-9% -$370K 2.74% 14
2025
Q3 		$3.84M Buy
52,721
+626
+1% +$40.8K 2.87% 11
2025
Q2 		$3.25M Sell
52,095
-6,077
-10% -$377K 2.63% 12
2025
Q1 		$3.43M Buy
58,172
+32,561
+127% +$1.76M 2.98% 11
2024
Q4 		$1.27M Buy
+25,611
New +$1.29M 1.19% 24

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TME Financial's IAU Position: Q2 2026 in Review

TME Financial increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $659K and bringing the position to 50,760 shares worth $3.83M. The position accounts for 2.37% of the portfolio, ranked #11.

TME Financial first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.9M in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • TME Financial held 50,760 shares of iShares Gold Trust worth $3.83M as of Q2 2026.
  • TME Financial bought 7,758 iShares Gold Trust shares in Q2 2026, an estimated $659K.
  • iShares Gold Trust made up 2.37% of TME Financial's portfolio in Q2 2026, its #11 holding.
  • TME Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's iShares Gold Trust position peaked at $3.9M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.