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

Almanack 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
-37,004
Closed -$3M – 181
2025
Q4 		$3M Sell
37,004
-7,896
-18% -$618K 0.51% 28
2025
Q3 		$3.27M Buy
+44,900
New +$2.93M 0.51% 33
2023
Q1 		– Sell
-6,049
Closed -$209K – 171
2022
Q4 		$209K Sell
6,049
-102,096
-94% -$3.35M 0.04% 157
2022
Q3 		$3.41M Buy
108,145
+51,070
+89% +$1.67M 0.67% 17
2022
Q2 		$1.96M Sell
57,075
-6,101
-10% -$217K 0.2% 81
2022
Q1 		$2.33M Sell
63,176
-3,480
-5% -$124K 0.2% 80
2021
Q4 		$2.32M Sell
66,656
-9,859
-13% -$337K 0.19% 80
2021
Q3 		$2.56M Buy
76,515
+5,663
+8% +$193K 0.23% 76
2021
Q2 		$2.39M Buy
70,852
+10,181
+17% +$352K 0.23% 72
2021
Q1 		$1.97M Sell
60,671
-244
-0.4% -$8.34K 0.2% 82
2020
Q4 		$2.21M Sell
60,915
-8,281
-12% -$296K 0.25% 61
2020
Q3 		$2.47M Buy
+69,196
New +$2.53M 0.3% 55
2017
Q3 		– Sell
-16,710
Closed -$399K – 172
2017
Q2 		$399K Sell
16,710
-1,111
-6% -$26.9K 0.22% 72
2017
Q1 		$428K Sell
17,821
-38,794
-69% -$912K 0.32% 56
2016
Q4 		$1.25M Buy
+56,615
New +$1.33M 1.05% 28

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Almanack Investment Partners sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 37,004 shares — an estimated $3M sold.

Almanack Investment Partners first reported a position in IAU in Q4 2016 and held it in 15 quarters. The position peaked at $3.41M in Q3 2022. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Almanack Investment Partners reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Almanack Investment Partners sold 37,004 iShares Gold Trust shares in Q1 2026, an estimated $3M.
  • Almanack Investment Partners first reported a position in iShares Gold Trust in Q4 2016 and held it in 15 quarters.
  • Almanack Investment Partners's iShares Gold Trust position peaked at $3.41M in Q3 2022.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.