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Trademark Financial Management’s iShares Gold Trust IAU Stock Holding History

Trademark Financial 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
Q2 		$3.86M Sell
51,059
-5,221
-9% -$443K 1.58% 19
2026
Q1 		$4.96M Buy
56,280
+790
+1% +$72.5K 2.43% 13
2025
Q4 		$4.5M Buy
55,490
+525
+1% +$41.1K 2.48% 14
2025
Q3 		$4M Buy
54,965
+924
+2% +$60.3K 2.33% 14
2025
Q2 		$3.37M Buy
54,041
+670
+1% +$41.5K 2.06% 15
2025
Q1 		$3.15M Buy
53,371
+833
+2% +$45.1K 2.4% 11
2024
Q4 		$2.6M Sell
52,538
-127
-0.2% -$6.38K 2.07% 13
2024
Q3 		$2.62M Buy
52,665
+2,069
+4% +$96.8K 2.08% 12
2024
Q2 		$2.22M Buy
50,596
+2,485
+5% +$110K 1.81% 14
2024
Q1 		$2.02M Buy
48,111
+10,394
+28% +$407K 1.68% 13
2023
Q4 		$1.47M Buy
+37,717
New +$1.41M 1.08% 18

Other funds holding IAU

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
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Trademark Financial Management's IAU Position: Q2 2026 in Review

Trademark Financial Management reduced its iShares Gold Trust (IAU) stake by 9.3% in Q2 2026, selling an estimated $443K and leaving 51,059 shares worth $3.86M. The position accounts for 1.58% of the portfolio, ranked #19.

Trademark Financial Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.96M in Q1 2026. 957 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Trademark Financial Management held 51,059 shares of iShares Gold Trust worth $3.86M as of Q2 2026.
  • Trademark Financial Management sold 5,221 iShares Gold Trust shares in Q2 2026, an estimated $443K.
  • iShares Gold Trust made up 1.58% of Trademark Financial Management's portfolio in Q2 2026, its #19 holding.
  • Trademark Financial Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Trademark Financial Management's iShares Gold Trust position peaked at $4.96M in Q1 2026.
  • 957 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.