ZF
IAU icon

Zhang Financial’s iShares Gold Trust IAU Stock Holding History

Zhang 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 		$35.3M Buy
467,941
+4,199
+0.9% +$356K 1.03% 19
2026
Q1 		$40.9M Sell
463,742
-9,678
-2% -$888K 1.41% 15
2025
Q4 		$38.4M Sell
473,420
-2,175
-0.5% -$170K 1.43% 17
2025
Q3 		$34.6M Buy
475,595
+1,832
+0.4% +$120K 1.41% 16
2025
Q2 		$29.5M Sell
473,763
-1,381
-0.3% -$85.6K 1.36% 17
2025
Q1 		$28M Buy
475,144
+208
+0% +$11.3K 1.48% 16
2024
Q4 		$23.5M Sell
474,936
-5,638
-1% -$283K 1.35% 16
2024
Q3 		$23.9M Sell
480,574
-12,149
-2% -$569K 1.51% 15
2024
Q2 		$21.6M Sell
492,723
-13,989
-3% -$618K 1.51% 15
2024
Q1 		$21.3M Sell
506,712
-146,932
-22% -$5.76M 1.58% 15
2023
Q4 		$25.5M Sell
653,644
-75,696
-10% -$2.83M 2.19% 11
2023
Q3 		$25.5M Sell
729,340
-8,547
-1% -$312K 2.59% 11
2023
Q2 		$26.9M Sell
737,887
-85,223
-10% -$3.19M 2.76% 11
2023
Q1 		$30.8M Sell
823,110
-19,231
-2% -$690K 3.51% 7
2022
Q4 		$29.1M Sell
842,341
-16,920
-2% -$556K 3.72% 6
2022
Q3 		$27.1M Sell
859,261
-5,632
-0.7% -$185K 4.08% 5
2022
Q2 		$29.7M Buy
864,893
+792,478
+1,094% +$28.2M 4.76% 4
2022
Q1 		$2.67M Sell
72,415
-856,860
-92% -$30.6M 0.45% 36
2021
Q4 		$32.3M Sell
929,275
-14,720
-2% -$503K 5.73% 3
2021
Q3 		$31.5M Buy
943,995
+14,671
+2% +$500K 7.29% 3
2021
Q2 		$31.3M Buy
929,324
+14,493
+2% +$501K 7.69% 3
2021
Q1 		$29.9M Buy
914,831
+93,403
+11% +$3.19M 8.01% 3
2020
Q4 		$29.7M Buy
821,428
+79,370
+11% +$2.84M 9.14% 3
2020
Q3 		$26.8M Buy
742,058
+42,314
+6% +$1.55M 9.64% 3
2020
Q2 		$23.8M Buy
699,744
+91,153
+15% +$2.99M 9.18% 3
2020
Q1 		$18.5M Sell
608,591
-9,678
-2% -$293K 8.18% 3
2019
Q4 		$18M Buy
618,269
+157,245
+34% +$4.46M 6.85% 4
2019
Q3 		$13M Buy
461,024
+91,446
+25% +$2.58M 5.49% 5
2019
Q2 		$9.98M Buy
369,578
+2,303
+0.6% +$57.7K 4.17% 6
2019
Q1 		$9.09M Buy
367,275
+10,162
+3% +$254K 3.92% 6
2018
Q4 		$8.78M Buy
357,113
+3,882
+1% +$91.4K 4.24% 6
2018
Q3 		$8.05M Sell
353,231
-3,159
-0.9% -$73.4K 3.84% 6
2018
Q2 		$8.48M Sell
356,390
-5,575
-2% -$140K 4.32% 5
2018
Q1 		$9.33M Sell
361,965
-4,714
-1% -$120K 4.88% 5
2017
Q4 		$9.31M Sell
366,679
-4,353
-1% -$107K 4.54% 5
2017
Q3 		$9.16M Sell
371,032
-3,188
-0.9% -$78.4K 4.66% 5
2017
Q2 		$8.73M Buy
374,220
+7,541
+2% +$183K 4.64% 5
2017
Q1 		$9.31M Sell
366,679
-6,520
-2% -$153K 4.63% 5
2016
Q4 		$8.67M Buy
373,199
+663
+0.2% +$15.6K 4.7% 5
2016
Q3 		$9.46M Buy
372,536
+831
+0.2% +$21.4K 5.19% 5
2016
Q2 		$9.49M Sell
371,705
-3,744
-1% -$91K 5.21% 5
2016
Q1 		$8.92M Sell
375,449
-4,789
-1% -$110K 5.04% 5
2015
Q4 		$7.78M Buy
+380,238
New +$8.11M 4.66% 6

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Zhang Financial's IAU Position: Q2 2026 in Review

Zhang Financial increased its iShares Gold Trust (IAU) stake by 0.91% in Q2 2026, buying an estimated $356K and bringing the position to 467,941 shares worth $35.3M. The position accounts for 1.03% of the portfolio, ranked #19.

Zhang Financial first reported a position in IAU in Q4 2015 and has held it in 43 quarters since. The position peaked at $40.9M in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Zhang Financial held 467,941 shares of iShares Gold Trust worth $35.3M as of Q2 2026.
  • Zhang Financial bought 4,199 iShares Gold Trust shares in Q2 2026, an estimated $356K.
  • iShares Gold Trust made up 1.03% of Zhang Financial's portfolio in Q2 2026, its #19 holding.
  • Zhang Financial first reported a position in iShares Gold Trust in Q4 2015 and has held it in 43 quarters since.
  • Zhang Financial's iShares Gold Trust position peaked at $40.9M in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.