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Alerus Financial’s iShares Gold Trust IAU Stock Holding History

Alerus Financial’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 		$1.15K Hold
13
– – ﹤0.01% 467
2025
Q4 		$1.06K Buy
13
+1
+8% +$78 ﹤0.01% 475
2025
Q3 		$874 Hold
12
– – ﹤0.01% 504
2025
Q2 		$749 Sell
12
-5,553
-100% -$344K ﹤0.01% 480
2025
Q1 		$328K Buy
+5,565
New +$301K 0.03% 142

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

Alerus Financial's IAU Position: Q1 2026 in Review

Alerus Financial held its iShares Gold Trust (IAU) position steady in Q1 2026 at 13 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Alerus Financial first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $328K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Alerus Financial held 13 shares of iShares Gold Trust worth $1.15K as of Q1 2026.
  • Alerus Financial left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #467 holding.
  • Alerus Financial first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • Alerus Financial's iShares Gold Trust position peaked at $328K in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.