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Ashton Thomas Securities’s iShares Gold Trust IAU Stock Holding History

Ashton Thomas Securities’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 		$2.41M Sell
27,305
-6,363
-19% -$584K 0.3% 89
2025
Q4 		$2.73M Sell
33,668
-569
-2% -$44.5K 0.52% 45
2025
Q3 		$2.49M Buy
34,237
+8,914
+35% +$582K 0.35% 71
2025
Q2 		$1.58M Sell
25,323
-10,164
-29% -$630K 0.38% 70
2025
Q1 		$2.09M Buy
35,487
+14,247
+67% +$771K 0.58% 47
2024
Q4 		$1.05M Buy
21,240
+17,925
+541% +$901K 0.29% 86
2024
Q3 		$165K Buy
+3,315
New +$155K 0.03% 276

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

Ashton Thomas Securities's IAU Position: Q1 2026 in Review

Ashton Thomas Securities reduced its iShares Gold Trust (IAU) stake by 19% in Q1 2026, selling an estimated $584K and leaving 27,305 shares worth $2.41M. The position accounts for 0.3% of the portfolio, ranked #89.

Ashton Thomas Securities first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.73M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Ashton Thomas Securities held 27,305 shares of iShares Gold Trust worth $2.41M as of Q1 2026.
  • Ashton Thomas Securities sold 6,363 iShares Gold Trust shares in Q1 2026, an estimated $584K.
  • iShares Gold Trust made up 0.3% of Ashton Thomas Securities's portfolio in Q1 2026, its #89 holding.
  • Ashton Thomas Securities first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Ashton Thomas Securities's iShares Gold Trust position peaked at $2.73M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Ashton Thomas Securities's 13F filing for Q1 2026, filed 18 May 2026.