AE Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.78M | Sell |
65,618
-11,573
| -15% | -$1.06M | 0.03% | 383 |
|
|
2025
Q4 | $6.27M | Buy |
77,191
+4,414
| +6% | +$345K | 0.04% | 355 |
|
|
2025
Q3 | $5.3M | Buy |
72,777
+22,998
| +46% | +$1.5M | 0.03% | 355 |
|
|
2025
Q2 | $3.1M | Sell |
49,779
-31,741
| -39% | -$1.97M | 0.02% | 442 |
|
|
2025
Q1 | $4.81M | Sell |
81,520
-48,300
| -37% | -$2.61M | 0.04% | 347 |
|
|
2024
Q4 | $6.43M | Sell |
129,820
-38,029
| -23% | -$1.91M | 0.05% | 303 |
|
|
2024
Q3 | $8.34M | Sell |
167,849
-14,382
| -8% | -$673K | 0.08% | 255 |
|
|
2024
Q2 | $8.01M | Buy |
182,231
+32,165
| +21% | +$1.42M | 0.08% | 255 |
|
|
2024
Q1 | $6.3M | Sell |
150,066
-183,167
| -55% | -$7.18M | 0.07% | 269 |
|
|
2023
Q4 | $12.7M | Sell |
333,233
-24,159
| -7% | -$904K | 0.07% | 341 |
|
|
2023
Q3 | $12.5M | Sell |
357,392
-99,163
| -22% | -$3.62M | 0.07% | 323 |
|
|
2023
Q2 | $16.6M | Buy |
456,555
+106,809
| +31% | +$4M | 0.1% | 241 |
|
|
2023
Q1 | $13.1M | Buy |
349,746
+69,527
| +25% | +$2.5M | 0.08% | 286 |
|
|
2022
Q4 | $9.69M | Buy |
280,219
+63,221
| +29% | +$2.08M | 0.07% | 328 |
|
|
2022
Q3 | $6.84M | Buy |
216,998
+22,043
| +11% | +$722K | 0.05% | 358 |
|
|
2022
Q2 | $6.69M | Sell |
194,955
-24,882
| -11% | -$885K | 0.05% | 360 |
|
|
2022
Q1 | $8.1M | Sell |
219,837
-56,316
| -20% | -$2.01M | 0.06% | 331 |
|
|
2021
Q4 | $9.61M | Sell |
276,153
-31,140
| -10% | -$1.06M | 0.07% | 272 |
|
|
2021
Q3 | $10.3M | Buy |
307,293
+60,994
| +25% | +$2.08M | 0.08% | 234 |
|
|
2021
Q2 | $8.3M | Sell |
246,299
-84,589
| -26% | -$2.92M | 0.07% | 253 |
|
|
2021
Q1 | $10.8M | Buy |
330,888
+18,757
| +6% | +$641K | 0.11% | 189 |
|
|
2020
Q4 | $11.3M | Buy |
312,131
+95,290
| +44% | +$3.41M | 0.13% | 163 |
|
|
2020
Q3 | $7.8M | Buy |
216,841
+96,294
| +80% | +$3.52M | 0.11% | 172 |
|
|
2020
Q2 | $4.1M | Buy |
120,547
+14,735
| +14% | +$483K | 0.06% | 258 |
|
|
2020
Q1 | $3.19M | Sell |
105,812
-209,568
| -66% | -$6.34M | 0.07% | 227 |
|
|
2019
Q4 | $9.15M | Buy |
315,380
+234,861
| +292% | +$6.66M | 0.2% | 101 |
|
|
2019
Q3 | $2.27M | Buy |
80,519
+22,072
| +38% | +$623K | 0.07% | 248 |
|
|
2019
Q2 | $1.58M | Buy |
58,447
+36,049
| +161% | +$904K | 0.05% | 292 |
|
|
2019
Q1 | $555K | Sell |
22,398
-13,614
| -38% | -$340K | 0.04% | 319 |
|
|
2018
Q4 | $885K | Sell |
36,012
-4,825
| -12% | -$114K | 0.15% | 162 |
|
|
2018
Q3 | $934K | Buy |
40,837
+13,574
| +50% | +$315K | 0.05% | 230 |
|
|
2018
Q2 | $655K | Sell |
27,263
-7,548
| -22% | -$189K | 0.04% | 228 |
|
|
2018
Q1 | $886K | Buy |
34,811
+9,674
| +38% | +$247K | 0.07% | 183 |
|
|
2017
Q4 | $629K | Buy |
25,137
+8,069
| +47% | +$198K | 0.06% | 215 |
|
|
2017
Q3 | $420K | Sell |
17,068
-8,420
| -33% | -$207K | 0.04% | 257 |
|
|
2017
Q2 | $609K | Buy |
25,488
+13,785
| +118% | +$334K | 0.07% | 207 |
|
|
2017
Q1 | $281K | Buy |
11,703
+5,044
| +76% | +$119K | 0.05% | 218 |
|
|
2016
Q4 | $148K | Buy |
+6,659
| New | +$156K | 0.06% | 187 |
|
Other funds holding IAU
AE Wealth Management's IAU Position: Q1 2026 in Review
AE Wealth Management reduced its iShares Gold Trust (IAU) stake by 15% in Q1 2026, selling an estimated $1.06M and leaving 65,618 shares worth $5.78M. The position accounts for 0.03% of the portfolio, ranked #383.
AE Wealth Management first reported a position in IAU in Q4 2016 and has held it in 38 quarters since. The position peaked at $16.6M in Q2 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- AE Wealth Management held 65,618 shares of iShares Gold Trust worth $5.78M as of Q1 2026.
- AE Wealth Management sold 11,573 iShares Gold Trust shares in Q1 2026, an estimated $1.06M.
- iShares Gold Trust made up 0.03% of AE Wealth Management's portfolio in Q1 2026, its #383 holding.
- AE Wealth Management first reported a position in iShares Gold Trust in Q4 2016 and has held it in 38 quarters since.
- AE Wealth Management's iShares Gold Trust position peaked at $16.6M in Q2 2023.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.