Values First Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Values First Advisors's IAU Position: Q2 2026 in Review
Values First Advisors increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, buying an estimated $57.8K and bringing the position to 24,572 shares worth $1.86M. The position accounts for 0.85% of the portfolio, ranked #43.
Values First Advisors first reported a position in IAU in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.11M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Values First Advisors held 24,572 shares of iShares Gold Trust worth $1.86M as of Q2 2026.
- Values First Advisors bought 681 iShares Gold Trust shares in Q2 2026, an estimated $57.8K.
- iShares Gold Trust made up 0.85% of Values First Advisors's portfolio in Q2 2026, its #43 holding.
- Values First Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 6 quarters since.
- Values First Advisors's iShares Gold Trust position peaked at $2.11M in Q1 2026.
- 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.