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AE Wealth Management’s iShares Gold Trust IAU Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-100
Closed -$219 – 2324
2025
Q2 		$219 Buy
+100
New +$6.2K ﹤0.01% 2120

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

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.