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Alaethes Wealth’s iShares Gold Trust IAU Stock Holding History

Alaethes Wealth’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 		$3.53M Buy
39,989
+403
+1% +$37K 1% 25
2025
Q4 		$3.21M Buy
39,586
+676
+2% +$52.9K 0.9% 27
2025
Q3 		$2.83M Buy
38,910
+1,778
+5% +$116K 0.8% 33
2025
Q2 		$2.32M Buy
+37,132
New +$2.3M 0.69% 45
2022
Q2 		– Sell
-750
Closed -$28K – 193
2022
Q1 		$28K Hold
750
– – 0.02% 154
2021
Q4 		$26K Hold
750
– – 0.02% 159
2021
Q3 		$25K Hold
750
– – 0.02% 150
2021
Q2 		$25K Buy
+750
New +$25.9K 0.02% 146

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

Alaethes Wealth's IAU Position: Q1 2026 in Review

Alaethes Wealth increased its iShares Gold Trust (IAU) stake by 1% in Q1 2026, buying an estimated $37K and bringing the position to 39,989 shares worth $3.53M. The position accounts for 1% of the portfolio, ranked #25.

Alaethes Wealth first reported a position in IAU in Q2 2021 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Alaethes Wealth held 39,989 shares of iShares Gold Trust worth $3.53M as of Q1 2026.
  • Alaethes Wealth bought 403 iShares Gold Trust shares in Q1 2026, an estimated $37K.
  • iShares Gold Trust made up 1% of Alaethes Wealth's portfolio in Q1 2026, its #25 holding.
  • Alaethes Wealth first reported a position in iShares Gold Trust in Q2 2021 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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