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Altman Advisors’s iShares Gold Trust IAU Stock Holding History

Altman Advisors’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 		$4.3M Sell
64,000
-16,627
-21% -$1.53M 1.78% 12
2025
Q4 		$5.41M Sell
80,627
-5,856
-7% -$458K 2.04% 9
2025
Q3 		$5.38M Buy
86,483
+1,029
+1% +$67.1K 2.06% 10
2025
Q2 		$4.7M Buy
85,454
+321
+0.4% +$19.9K 1.92% 9
2025
Q1 		$4.66M Sell
85,133
-2,663
-3% -$144K 2.15% 8
2024
Q4 		$3.93M Buy
87,796
+7,852
+10% +$395K 1.67% 12
2024
Q3 		$3.97M Buy
79,944
+708
+0.9% +$33.1K 1.77% 9
2024
Q2 		$3.48M Buy
79,236
+555
+0.7% +$24.5K 1.98% 8
2024
Q1 		$3.34M Buy
78,681
+2,359
+3% +$92.5K 1.63% 10
2023
Q4 		$2.98M Sell
76,322
-1,517
-2% -$56.8K 1.56% 12
2023
Q3 		$2.72M Buy
+77,839
New +$2.84M 1.7% 9
2023
Q1 		$1.78M Sell
75,991
-2,010
-3% -$72.1K 1.63% 8
2022
Q4 		$2.78M Sell
78,001
-3,886
-5% -$128K 1.71% 15
2022
Q3 		$2.58M Sell
81,887
-4,954
-6% -$162K 1.63% 15
2022
Q2 		$2.9M Buy
86,841
+17,603
+25% +$626K 1.65% 14
2022
Q1 		$2.55M Buy
69,238
+1,066
+2% +$38.1K 1.32% 25
2021
Q4 		$2.38M Buy
68,172
+6,118
+10% +$209K 1.45% 29
2021
Q3 		$2.1M Buy
+62,054
New +$2.11M 1.17% 39

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

Altman Advisors's IAU Position: Q1 2026 in Review

Altman Advisors reduced its iShares Gold Trust (IAU) stake by 21% in Q1 2026, selling an estimated $1.53M and leaving 64,000 shares worth $4.3M. The position accounts for 1.78% of the portfolio, ranked #12.

Altman Advisors first reported a position in IAU in Q3 2021 and has held it in 18 quarters since. The position peaked at $5.41M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Altman Advisors held 64,000 shares of iShares Gold Trust worth $4.3M as of Q1 2026.
  • Altman Advisors sold 16,627 iShares Gold Trust shares in Q1 2026, an estimated $1.53M.
  • iShares Gold Trust made up 1.78% of Altman Advisors's portfolio in Q1 2026, its #12 holding.
  • Altman Advisors first reported a position in iShares Gold Trust in Q3 2021 and has held it in 18 quarters since.
  • Altman Advisors's iShares Gold Trust position peaked at $5.41M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.