Unify Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Unify Financial Advisors’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	–	Sell	-3,664	Closed	-$297K	–	93
2025 Q4	$297K	Buy	+3,664	New	+$287K	0.31%	73

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Unify Financial Advisors's IAU Position: Q1 2026 in Review

Unify Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 3,664 shares — an estimated $297K sold.

Unify Financial Advisors first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $297K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Unify Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Unify Financial Advisors sold 3,664 iShares Gold Trust shares in Q1 2026, an estimated $297K.
Unify Financial Advisors first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
Unify Financial Advisors's iShares Gold Trust position peaked at $297K in Q4 2025.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Unify Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.