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XML Financial’s iShares Gold Trust IAU Stock Holding History

XML Financial’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 		$517K Sell
6,842
-340
-5% -$28.9K 0.04% 276
2026
Q1 		$633K Sell
7,182
-1,765
-20% -$162K 0.05% 234
2025
Q4 		$726K Buy
8,947
+1,465
+20% +$115K 0.06% 214
2025
Q3 		$544K Buy
7,482
+175
+2% +$11.4K 0.04% 240
2025
Q2 		$456K Sell
7,307
-600
-8% -$37.2K 0.04% 248
2025
Q1 		$466K Sell
7,907
-1,395
-15% -$75.5K 0.04% 232
2024
Q4 		$461K Buy
9,302
+3,600
+63% +$181K 0.04% 236
2024
Q3 		$283K Sell
5,702
-670
-11% -$31.4K 0.03% 295
2024
Q2 		$280K Buy
6,372
+51
+0.8% +$2.25K 0.03% 282
2024
Q1 		$266K Hold
6,321
– – 0.03% 293
2023
Q4 		$247K Buy
+6,321
New +$237K 0.03% 287

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

XML Financial's IAU Position: Q2 2026 in Review

XML Financial reduced its iShares Gold Trust (IAU) stake by 4.7% in Q2 2026, selling an estimated $28.9K and leaving 6,842 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #276.

XML Financial first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $726K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • XML Financial held 6,842 shares of iShares Gold Trust worth $517K as of Q2 2026.
  • XML Financial sold 340 iShares Gold Trust shares in Q2 2026, an estimated $28.9K.
  • iShares Gold Trust made up 0.04% of XML Financial's portfolio in Q2 2026, its #276 holding.
  • XML Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • XML Financial's iShares Gold Trust position peaked at $726K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.