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Advisory Alpha’s iShares Gold Trust IAU Stock Holding History

Advisory Alpha’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 		$5.5M Buy
62,331
+7,150
+13% +$656K 0.15% 77
2025
Q4 		$4.48M Sell
55,181
-461
-0.8% -$36.1K 0.12% 80
2025
Q3 		$4.04M Buy
55,642
+6,093
+12% +$397K 0.11% 83
2025
Q2 		$3.09M Sell
49,549
-806
-2% -$49.9K 0.1% 92
2025
Q1 		$2.97M Buy
50,355
+599
+1% +$32.4K 0.1% 91
2024
Q4 		$2.46M Sell
49,756
-2,310
-4% -$116K 0.09% 92
2024
Q3 		$2.59M Buy
52,066
+9,992
+24% +$468K 0.09% 87
2024
Q2 		$1.85M Sell
42,074
-28,672
-41% -$1.27M 0.07% 110
2024
Q1 		$2.97M Sell
70,746
-1,806
-2% -$70.8K 0.12% 92
2023
Q4 		$2.83M Buy
72,552
+1,269
+2% +$47.5K 0.13% 93
2023
Q3 		$2.49M Sell
71,283
-6,146
-8% -$224K 0.13% 88
2023
Q2 		$2.82M Buy
77,429
+35,557
+85% +$1.33M 0.14% 84
2023
Q1 		$1.56M Buy
41,872
+32,019
+325% +$1.15M 0.1% 90
2022
Q4 		$341K Buy
9,853
+2,992
+44% +$98.3K 0.02% 198
2022
Q3 		$216K Sell
6,861
-2,580
-27% -$84.6K 0.02% 227
2022
Q2 		$324K Sell
9,441
-79
-0.8% -$2.81K 0.02% 191
2022
Q1 		$351K Buy
+9,520
New +$340K 0.02% 202
2021
Q2 		– Sell
-26,409
Closed -$859K – 197
2021
Q1 		$859K Buy
+26,409
New +$902K 0.09% 85
2020
Q2 		– Sell
-930
Closed -$28K – 317
2020
Q1 		$28K Buy
+930
New +$28.1K 0.01% 273
2018
Q4 		– Sell
-238,646
Closed -$5.64M – 123
2018
Q3 		$5.64M Buy
238,646
+13,522
+6% +$314K 1.43% 22
2018
Q2 		$5.29M Buy
225,124
+16,501
+8% +$414K 1.33% 23
2018
Q1 		$5.26M Sell
208,623
-44,545
-18% -$1.14M 1.82% 17
2017
Q4 		$6.5M Buy
253,168
+23,479
+10% +$576K 2.11% 15
2017
Q3 		$5.63M Buy
229,689
+5,698
+3% +$140K 1.57% 21
2017
Q2 		$5.42M Buy
223,991
+9,015
+4% +$218K 1.57% 20
2017
Q1 		$5.16M Buy
214,976
+6,990
+3% +$164K 1.79% 18
2016
Q4 		$4.91M Buy
+207,986
New +$4.88M 1.98% 19

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisory Alpha's IAU Position: Q1 2026 in Review

Advisory Alpha increased its iShares Gold Trust (IAU) stake by 13% in Q1 2026, buying an estimated $656K and bringing the position to 62,331 shares worth $5.5M. The position accounts for 0.15% of the portfolio, ranked #77.

Advisory Alpha first reported a position in IAU in Q4 2016 and has held it in 27 quarters since. The position peaked at $6.5M in Q4 2017. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Advisory Alpha held 62,331 shares of iShares Gold Trust worth $5.5M as of Q1 2026.
  • Advisory Alpha bought 7,150 iShares Gold Trust shares in Q1 2026, an estimated $656K.
  • iShares Gold Trust made up 0.15% of Advisory Alpha's portfolio in Q1 2026, its #77 holding.
  • Advisory Alpha first reported a position in iShares Gold Trust in Q4 2016 and has held it in 27 quarters since.
  • Advisory Alpha's iShares Gold Trust position peaked at $6.5M in Q4 2017.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.