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

Asset Management Group’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	$284K	Hold	3,225	–	–	0.05%	125
2025 Q4	$262K	Hold	3,225	–	–	0.04%	128
2025 Q3	$235K	Hold	3,225	–	–	0.04%	130
2025 Q2	$201K	Buy	+3,225	New	+$200K	0.04%	133
2016 Q1	–	Sell	-5,069	Closed	-$104K	–	100
2015 Q4	$104K	Sell	5,069 -2,139	-30%	-$45.6K	0.05%	100
2015 Q3	$155K	Hold	7,208	–	–	0.07%	97
2015 Q2	$163K	Hold	7,208	–	–	0.07%	98
2015 Q1	$165K	Hold	7,208	–	–	0.08%	92
2014 Q4	$165K	Sell	7,208 -7,697	-52%	-$179K	0.08%	87
2014 Q3	$349K	Sell	14,905 -138	-0.9%	-$3.43K	0.19%	72
2014 Q2	$387K	Hold	15,043	–	–	0.21%	67
2014 Q1	$374K	Hold	15,043	–	–	0.21%	67
2013 Q4	$351K	Sell	15,043 -3,390	-18%	-$83.7K	0.21%	66
2013 Q3	$475K	Sell	18,433 -137	-0.7%	-$3.54K	0.31%	52
2013 Q2	$445K	Buy	+18,570	New	+$511K	0.31%	50

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

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

Asset Management Group held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,225 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #125.

Asset Management Group first reported a position in IAU in Q2 2013 and has held it in 15 quarters since. The position peaked at $475K in Q3 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Asset Management Group held 3,225 shares of iShares Gold Trust worth $284K as of Q1 2026.
Asset Management Group left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.05% of Asset Management Group's portfolio in Q1 2026, its #125 holding.
Asset Management Group first reported a position in iShares Gold Trust in Q2 2013 and has held it in 15 quarters since.
Asset Management Group's iShares Gold Trust position peaked at $475K in Q3 2013.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.