Allworth Financial’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $22.9M | Buy |
259,905
+4,405
| +2% | +$404K | 0.09% | 136 |
|
|
2025
Q4 | $20.7M | Sell |
255,500
-3,241
| -1% | -$253K | 0.08% | 138 |
|
|
2025
Q3 | $18.8M | Sell |
258,741
-30,167
| -10% | -$1.97M | 0.08% | 134 |
|
|
2025
Q2 | $18M | Buy |
288,908
+31,112
| +12% | +$1.93M | 0.09% | 132 |
|
|
2025
Q1 | $16.3M | Sell |
257,796
-9,066
| -3% | -$490K | 0.09% | 128 |
|
|
2024
Q4 | $13.9M | Buy |
266,862
+61,324
| +30% | +$3.08M | 0.08% | 136 |
|
|
2024
Q3 | $10.2M | Sell |
205,538
-5,104
| -2% | -$239K | 0.06% | 139 |
|
|
2024
Q2 | $9.55M | Buy |
210,642
+38,814
| +23% | +$1.72M | 0.06% | 139 |
|
|
2024
Q1 | $7.22M | Buy |
171,828
+2,396
| +1% | +$93.9K | 0.05% | 149 |
|
|
2023
Q4 | $6.61M | Sell |
169,432
-5,391
| -3% | -$202K | 0.05% | 159 |
|
|
2023
Q3 | $6.12M | Buy |
174,823
+2,257
| +1% | +$82.4K | 0.05% | 145 |
|
|
2023
Q2 | $6.28M | Buy |
172,566
+8,383
| +5% | +$314K | 0.05% | 144 |
|
|
2023
Q1 | $6.14M | Buy |
164,183
+822
| +0.5% | +$29.5K | 0.06% | 136 |
|
|
2022
Q4 | $5.65M | Buy |
163,361
+2,218
| +1% | +$72.8K | 0.06% | 132 |
|
|
2022
Q3 | $5.08M | Buy |
161,143
+6,116
| +4% | +$200K | 0.06% | 133 |
|
|
2022
Q2 | $5.32M | Buy |
155,027
+404
| +0.3% | +$14.4K | 0.07% | 129 |
|
|
2022
Q1 | $5.7M | Buy |
154,623
+547
| +0.4% | +$19.5K | 0.07% | 125 |
|
|
2021
Q4 | $5.36M | Sell |
154,076
-10,651
| -6% | -$364K | 0.08% | 117 |
|
|
2021
Q3 | $5.5M | Buy |
164,727
+114,943
| +231% | +$3.92M | 0.09% | 93 |
|
|
2021
Q2 | $1.68M | Buy |
49,784
+138
| +0.3% | +$4.77K | 0.03% | 144 |
|
|
2021
Q1 | $1.61M | Buy |
49,646
+1,492
| +3% | +$51K | 0.03% | 128 |
|
|
2020
Q4 | $1.75M | Buy |
48,154
+42,647
| +774% | +$1.53M | 0.05% | 84 |
|
|
2020
Q3 | $198K | Buy |
5,507
+2,279
| +71% | +$83.2K | 0.01% | 243 |
|
|
2020
Q2 | $110K | Sell |
3,228
-5,609
| -63% | -$184K | ﹤0.01% | 302 |
|
|
2020
Q1 | $266K | Buy |
8,837
+4,839
| +121% | +$146K | 0.01% | 211 |
|
|
2019
Q4 | $116K | Buy |
3,998
+1,453
| +57% | +$41.2K | ﹤0.01% | 257 |
|
|
2019
Q3 | $72K | Buy |
2,545
+308
| +14% | +$8.69K | ﹤0.01% | 277 |
|
|
2019
Q2 | $60K | Buy |
2,237
+90
| +4% | +$2.26K | ﹤0.01% | 295 |
|
|
2019
Q1 | $53K | Sell |
2,147
-194
| -8% | -$4.84K | ﹤0.01% | 301 |
|
|
2018
Q4 | $58K | Buy |
2,341
+29
| +1% | +$683 | ﹤0.01% | 263 |
|
|
2018
Q3 | $53K | Buy |
2,312
+157
| +7% | +$3.65K | ﹤0.01% | 285 |
|
|
2018
Q2 | $52K | Sell |
2,155
-23
| -1% | -$577 | ﹤0.01% | 276 |
|
|
2018
Q1 | $55K | Sell |
2,178
-4
| -0.2% | -$102 | ﹤0.01% | 238 |
|
|
2017
Q4 | $55K | Buy |
2,182
+158
| +8% | +$3.88K | ﹤0.01% | 232 |
|
|
2017
Q3 | $50K | Sell |
2,024
-2,303
| -53% | -$56.6K | ﹤0.01% | 240 |
|
|
2017
Q2 | $103K | Buy |
4,327
+1,191
| +38% | +$28.8K | 0.01% | 172 |
|
|
2017
Q1 | $75K | Buy |
3,136
+2,378
| +314% | +$55.9K | 0.01% | 190 |
|
|
2016
Q4 | $17K | Buy |
758
+533
| +237% | +$12.5K | ﹤0.01% | 340 |
|
|
2016
Q3 | $6K | Hold |
225
| – | – | ﹤0.01% | 468 |
|
|
2016
Q2 | $6K | Sell |
225
-938
| -81% | -$22.8K | ﹤0.01% | 434 |
|
|
2016
Q1 | $28K | Buy |
1,163
+331
| +40% | +$7.57K | ﹤0.01% | 266 |
|
|
2015
Q4 | $17K | Hold |
832
| – | – | ﹤0.01% | 321 |
|
|
2015
Q3 | $18K | Hold |
832
| – | – | 0.01% | 317 |
|
|
2015
Q2 | $19K | Hold |
832
| – | – | 0.01% | 308 |
|
|
2015
Q1 | $19K | Buy |
+832
| New | +$19.6K | 0.01% | 304 |
|
Other funds holding IAU
Allworth Financial's IAU Position: Q1 2026 in Review
Allworth Financial increased its iShares Gold Trust (IAU) stake by 1.7% in Q1 2026, buying an estimated $404K and bringing the position to 259,905 shares worth $22.9M. The position accounts for 0.09% of the portfolio, ranked #136.
Allworth Financial first reported a position in IAU in Q1 2015 and has held it in 45 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Allworth Financial held 259,905 shares of iShares Gold Trust worth $22.9M as of Q1 2026.
- Allworth Financial bought 4,405 iShares Gold Trust shares in Q1 2026, an estimated $404K.
- iShares Gold Trust made up 0.09% of Allworth Financial's portfolio in Q1 2026, its #136 holding.
- Allworth Financial first reported a position in iShares Gold Trust in Q1 2015 and has held it in 45 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.