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TS Financial Group (TSFG)’s iShares Gold Trust IAU Stock Holding History

TS Financial Group (TSFG)’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 		$5.5M Sell
72,894
-71,156
-49% -$6.04M 0.69% 38
2026
Q1 		$12.7M Sell
144,050
-22,209
-13% -$2.04M 1.93% 13
2025
Q4 		$13.5M Buy
166,259
+16,453
+11% +$1.29M 2.02% 13
2025
Q3 		$10.9M Buy
149,806
+36,788
+33% +$2.4M 1.73% 19
2025
Q2 		$7.05M Sell
113,018
-4,199
-4% -$260K 1.28% 21
2025
Q1 		$6.91M Buy
117,217
+53,007
+83% +$2.87M 1.41% 19
2024
Q4 		$3.18M Buy
64,210
+62,337
+3,328% +$3.13M 0.65% 35
2024
Q3 		$93K Sell
1,873
-240
-11% -$11.2K 0.02% 219
2024
Q2 		$93K Sell
2,113
-17
-0.8% -$751 0.02% 206
2024
Q1 		$89K Sell
2,130
-774
-27% -$30.3K 0.02% 205
2023
Q4 		$113K Sell
2,904
-278
-9% -$10.4K 0.04% 191
2023
Q3 		$111K Buy
3,182
+23
+0.7% +$839 0.04% 185
2023
Q2 		$115K Sell
3,159
-24
-0.8% -$900 0.04% 177
2023
Q1 		$119K Hold
3,183
– – 0.04% 171
2022
Q4 		$110K Sell
3,183
-27
-0.8% -$887 0.04% 180
2022
Q3 		$101K Buy
3,210
+506
+19% +$16.6K 0.05% 172
2022
Q2 		$93K Buy
+2,704
New +$96.2K 0.04% 192
2022
Q1 		– Sell
-2,519
Closed -$88K – 958
2021
Q4 		$88K Hold
2,519
– – 0.03% 236
2021
Q3 		$84K Hold
2,519
– – 0.03% 241
2021
Q2 		$85K Sell
2,519
-2
-0.1% -$69 0.03% 237
2021
Q1 		$82K Sell
2,521
-2,453
-49% -$83.8K 0.04% 203
2020
Q4 		$180K Buy
4,974
+1,162
+30% +$41.6K 0.1% 109
2020
Q3 		$137K Buy
3,812
+56
+1% +$2.04K 0.08% 118
2020
Q2 		$128K Buy
3,756
+57
+2% +$1.87K 0.08% 120
2020
Q1 		$111K Buy
3,699
+944
+34% +$28.5K 0.1% 116
2019
Q4 		$80K Hold
2,755
– – 0.06% 167
2019
Q3 		$78K Hold
2,755
– – 0.06% 165
2019
Q2 		$74K Hold
2,755
– – 0.06% 174
2019
Q1 		$68K Buy
+2,755
New +$68.8K 0.06% 174

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

TS Financial Group (TSFG)'s IAU Position: Q2 2026 in Review

TS Financial Group (TSFG) reduced its iShares Gold Trust (IAU) stake by 49% in Q2 2026, selling an estimated $6.04M and leaving 72,894 shares worth $5.5M. The position accounts for 0.69% of the portfolio, ranked #38.

TS Financial Group (TSFG) first reported a position in IAU in Q1 2019 and has held it in 29 quarters since. The position peaked at $13.5M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • TS Financial Group (TSFG) held 72,894 shares of iShares Gold Trust worth $5.5M as of Q2 2026.
  • TS Financial Group (TSFG) sold 71,156 iShares Gold Trust shares in Q2 2026, an estimated $6.04M.
  • iShares Gold Trust made up 0.69% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #38 holding.
  • TS Financial Group (TSFG) first reported a position in iShares Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • TS Financial Group (TSFG)'s iShares Gold Trust position peaked at $13.5M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.