American Asset Management’s iShares Gold Trust IAU Stock Holding History

American Asset Management’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	$285K	Sell	3,235 -2,800	-46%	-$257K	0.25%	26
2025 Q4	$490K	Buy	6,035 +1,562	+35%	+$122K	0.42%	20
2025 Q3	$326K	Buy	+4,473	New	+$292K	0.29%	25
2023 Q3	–	Sell	-98,905	Closed	-$3.6M	–	11
2023 Q2	$3.6M	Buy	98,905 +6,150	+7%	+$231K	3.76%	4
2023 Q1	$3.47M	Hold	92,755	–	–	3.71%	4
2022 Q4	$3.21M	Buy	+92,755	New	+$3.05M	3.7%	4
2016 Q2	–	Sell	-20,075	Closed	-$453K	–	11
2016 Q1	$453K	Hold	20,075	–	–	0.34%	7
2015 Q4	$453K	Hold	20,075	–	–	0.43%	7
2015 Q3	$453K	Buy	+20,075	New	+$436K	0.36%	8
2015 Q2	–	Sell	-20,075	Closed	-$453K	–	6
2015 Q1	$453K	Sell	20,075 -85	-0.4%	-$2K	0.22%	7
2014 Q4	$461K	Sell	20,160 -25,475	-56%	-$592K	0.21%	7
2014 Q3	$1.07M	Hold	45,635	–	–	0.5%	6
2014 Q2	$1.18M	Sell	45,635 -1,085	-2%	-$27.1K	0.55%	6
2014 Q1	$1.16M	Sell	46,720 -9,090	-16%	-$228K	0.53%	6
2013 Q4	$1.3M	Sell	55,810 -734,562	-93%	-$18.1M	0.9%	6
2013 Q3	$20.4M	Sell	790,372 -74,862	-9%	-$1.93M	27.64%	2
2013 Q2	$20.7M	Buy	+865,234	New	+$23.8M	10.78%	5

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

American Asset Management's IAU Position: Q1 2026 in Review

American Asset Management reduced its iShares Gold Trust (IAU) stake by 46% in Q1 2026, selling an estimated $257K and leaving 3,235 shares worth $285K. The position accounts for 0.25% of the portfolio, ranked #26.

American Asset Management first reported a position in IAU in Q2 2013 and has held it in 17 quarters since. The position peaked at $20.7M in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

American Asset Management held 3,235 shares of iShares Gold Trust worth $285K as of Q1 2026.
American Asset Management sold 2,800 iShares Gold Trust shares in Q1 2026, an estimated $257K.
iShares Gold Trust made up 0.25% of American Asset Management's portfolio in Q1 2026, its #26 holding.
American Asset Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 17 quarters since.
American Asset Management's iShares Gold Trust position peaked at $20.7M in Q2 2013.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on American Asset Management's 13F filing for Q1 2026, filed 7 May 2026.