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Alexis Investment Partners’s iShares Gold Trust IAU Stock Holding History

Alexis Investment Partners’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 		– Sell
-1,150
Closed -$93.3K – 63
2025
Q4 		$93.3K Hold
1,150
– – 0.03% 51
2025
Q3 		$83.7K Buy
+1,150
New +$75K 0.01% 51
2025
Q1 		– Sell
-1,250
Closed -$61.9K – 65
2024
Q4 		$61.9K Buy
+1,250
New +$62.8K 0.03% 52

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $303B AUM 53.02% 1-Year Est. Return

Alexis Investment Partners's IAU Position: Q1 2026 in Review

Alexis Investment Partners sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 1,150 shares — an estimated $93.3K sold.

Alexis Investment Partners first reported a position in IAU in Q4 2024 and held it in 3 quarters. The position peaked at $93.3K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Alexis Investment Partners reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Alexis Investment Partners sold 1,150 iShares Gold Trust shares in Q1 2026, an estimated $93.3K.
  • Alexis Investment Partners first reported a position in iShares Gold Trust in Q4 2024 and held it in 3 quarters.
  • Alexis Investment Partners's iShares Gold Trust position peaked at $93.3K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Alexis Investment Partners's 13F filing for Q1 2026, filed 24 Apr 2026.