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Angeles Wealth Management’s iShares Gold Trust IAU Stock Holding History

Angeles Wealth 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 		$1.18M Buy
13,334
+334
+3% +$30.6K 0.06% 121
2025
Q4 		$1.06M Hold
13,000
– – 0.06% 134
2025
Q3 		$946K Hold
13,000
– – 0.06% 116
2025
Q2 		$811K Hold
13,000
– – 0.06% 127
2025
Q1 		$766K Sell
13,000
-113
-0.9% -$6.11K 0.06% 110
2024
Q4 		$649K Buy
13,113
+113
+0.9% +$5.68K 0.05% 122
2024
Q3 		$646K Buy
+13,000
New +$609K 0.06% 118

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

Angeles Wealth Management's IAU Position: Q1 2026 in Review

Angeles Wealth Management increased its iShares Gold Trust (IAU) stake by 2.6% in Q1 2026, buying an estimated $30.6K and bringing the position to 13,334 shares worth $1.18M. The position accounts for 0.06% of the portfolio, ranked #121.

Angeles Wealth Management first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Angeles Wealth Management held 13,334 shares of iShares Gold Trust worth $1.18M as of Q1 2026.
  • Angeles Wealth Management bought 334 iShares Gold Trust shares in Q1 2026, an estimated $30.6K.
  • iShares Gold Trust made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #121 holding.
  • Angeles Wealth Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.