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Allie Family Office’s iShares Gold Trust IAU Stock Holding History

Allie Family Office’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 		$5.19M Sell
58,492
-3,369
-5% -$309K 2.27% 10
2025
Q4 		$5.02M Sell
61,861
-3,626
-6% -$284K 2.34% 10
2025
Q3 		$4.77M Sell
65,487
-9,672
-13% -$631K 2.26% 11
2025
Q2 		$4.69M Buy
75,159
+4,139
+6% +$256K 2.32% 8
2025
Q1 		$4.19M Sell
71,020
-8,540
-11% -$462K 2.29% 9
2024
Q4 		$3.94M Buy
79,560
+2,676
+3% +$134K 2.19% 10
2024
Q3 		$3.81M Sell
76,884
-4,463
-5% -$209K 2.05% 11
2024
Q2 		$3.57M Buy
81,347
+28,085
+53% +$1.24M 2.15% 9
2024
Q1 		$2.24M Sell
53,262
-28,257
-35% -$1.11M 1.32% 16
2023
Q4 		$3.18M Buy
81,519
+22,700
+39% +$849K 2.2% 11
2023
Q3 		$2.06M Sell
58,819
-2,446
-4% -$89.3K 1.66% 13
2023
Q2 		$2.23M Buy
61,265
+9,460
+18% +$355K 1.6% 12
2023
Q1 		$1.94M Sell
51,805
-7,480
-13% -$268K 1.45% 13
2022
Q4 		$2.05M Sell
59,285
-55
-0.1% -$1.81K 1.69% 13
2022
Q3 		$1.87M Buy
59,340
+7,355
+14% +$241K 1.61% 13
2022
Q2 		$1.78M Sell
51,985
-1,400
-3% -$49.8K 1.45% 12
2022
Q1 		$1.97M Sell
53,385
-19,335
-27% -$691K 1.51% 15
2021
Q4 		$2.53M Buy
+72,720
New +$2.49M 1.99% 10

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

Allie Family Office's IAU Position: Q1 2026 in Review

Allie Family Office reduced its iShares Gold Trust (IAU) stake by 5.4% in Q1 2026, selling an estimated $309K and leaving 58,492 shares worth $5.19M. The position accounts for 2.27% of the portfolio, ranked #10.

Allie Family Office first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Allie Family Office held 58,492 shares of iShares Gold Trust worth $5.19M as of Q1 2026.
  • Allie Family Office sold 3,369 iShares Gold Trust shares in Q1 2026, an estimated $309K.
  • iShares Gold Trust made up 2.27% of Allie Family Office's portfolio in Q1 2026, its #10 holding.
  • Allie Family Office first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.