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Arcadia Investment Management’s iShares Gold Trust IAU Stock Holding History

Arcadia Investment 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
-2,328
Closed -$189K – 376
2025
Q4 		$189K Buy
2,328
+45
+2% +$3.52K 0.03% 117
2025
Q3 		$166K Buy
+2,283
New +$149K 0.03% 124
2020
Q2 		– Sell
-4,450
Closed -$134K – 280
2020
Q1 		$134K Buy
+4,450
New +$135K 0.04% 126

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 $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 $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arcadia Investment Management's IAU Position: Q1 2026 in Review

Arcadia Investment Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,328 shares — an estimated $189K sold.

Arcadia Investment Management first reported a position in IAU in Q1 2020 and held it in 3 quarters. The position peaked at $189K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Arcadia Investment Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Arcadia Investment Management sold 2,328 iShares Gold Trust shares in Q1 2026, an estimated $189K.
  • Arcadia Investment Management first reported a position in iShares Gold Trust in Q1 2020 and held it in 3 quarters.
  • Arcadia Investment Management's iShares Gold Trust position peaked at $189K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.