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Andina Capital Management’s iShares Gold Trust IAU Stock Holding History

Andina Capital 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 		– Sell
-4,972
Closed -$404K – 141
2025
Q4 		$404K Sell
4,972
-47
-0.9% -$3.68K 0.24% 104
2025
Q3 		$365K Buy
5,019
+465
+10% +$30.3K 0.21% 109
2025
Q2 		$284K Sell
4,554
-2,291
-33% -$142K 0.2% 111
2025
Q1 		$404K Sell
6,845
-1,465
-18% -$79.2K 0.29% 82
2024
Q4 		$411K Sell
8,310
-2,884
-26% -$145K 0.34% 66
2024
Q3 		$556K Sell
11,194
-1,077
-9% -$50.4K 0.42% 50
2024
Q2 		$539K Sell
12,271
-2,799
-19% -$124K 0.41% 47
2024
Q1 		$633K Sell
15,070
-2,939
-16% -$115K 0.49% 38
2023
Q4 		$703K Buy
+18,009
New +$674K 0.61% 36

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

Andina Capital Management's IAU Position: Q1 2026 in Review

Andina Capital Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 4,972 shares — an estimated $404K sold.

Andina Capital Management first reported a position in IAU in Q4 2023 and held it in 9 quarters. The position peaked at $703K in Q4 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Andina Capital Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Andina Capital Management sold 4,972 iShares Gold Trust shares in Q1 2026, an estimated $404K.
  • Andina Capital Management first reported a position in iShares Gold Trust in Q4 2023 and held it in 9 quarters.
  • Andina Capital Management's iShares Gold Trust position peaked at $703K in Q4 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Andina Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.