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Advocacy Wealth Management Services’s iShares Gold Trust IAU Stock Holding History

Advocacy Wealth Management Services’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 		$16.3M Sell
185,366
-193,172
-51% -$17.7M 0.72% 31
2025
Q4 		$30.7M Sell
378,538
-5,598
-1% -$438K 1.29% 23
2025
Q3 		$28M Buy
384,136
+28,739
+8% +$1.87M 1.21% 21
2025
Q2 		$22.2M Buy
355,397
+51,708
+17% +$3.2M 1.36% 24
2025
Q1 		$17.9M Buy
303,689
+176,747
+139% +$9.56M 1.22% 23
2024
Q4 		$6.28M Buy
+126,942
New +$6.38M 0.48% 27

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

Advocacy Wealth Management Services's IAU Position: Q1 2026 in Review

Advocacy Wealth Management Services reduced its iShares Gold Trust (IAU) stake by 51% in Q1 2026, selling an estimated $17.7M and leaving 185,366 shares worth $16.3M. The position accounts for 0.72% of the portfolio, ranked #31.

Advocacy Wealth Management Services first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.7M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Advocacy Wealth Management Services held 185,366 shares of iShares Gold Trust worth $16.3M as of Q1 2026.
  • Advocacy Wealth Management Services sold 193,172 iShares Gold Trust shares in Q1 2026, an estimated $17.7M.
  • iShares Gold Trust made up 0.72% of Advocacy Wealth Management Services's portfolio in Q1 2026, its #31 holding.
  • Advocacy Wealth Management Services first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Advocacy Wealth Management Services's iShares Gold Trust position peaked at $30.7M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2026, filed 12 May 2026.