VFA
IAU icon

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

Valeo 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
Q2 		– Sell
-200
Closed -$17.6K – 858
2026
Q1 		$17.6K Hold
200
– – ﹤0.01% 741
2025
Q4 		$16.2K Buy
+200
New +$15.6K ﹤0.01% 828

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

Valeo Financial Advisors's IAU Position: Q2 2026 in Review

Valeo Financial Advisors reduced its iShares Gold Trust (IAU) stake by 7.2% in Q2 2026, selling an estimated $309K and leaving 47,028 shares worth $3.55M. The position accounts for 0.07% of the portfolio, ranked #120.

Valeo Financial Advisors first reported a position in IAU in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.47M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Valeo Financial Advisors held 47,028 shares of iShares Gold Trust worth $3.55M as of Q2 2026.
  • Valeo Financial Advisors sold 3,641 iShares Gold Trust shares in Q2 2026, an estimated $309K.
  • iShares Gold Trust made up 0.07% of Valeo Financial Advisors's portfolio in Q2 2026, its #120 holding.
  • Valeo Financial Advisors first reported a position in iShares Gold Trust in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's iShares Gold Trust position peaked at $4.47M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.