AssuredPartners Investment Advisors’s iShares Gold Trust IAU Stock Holding History

AssuredPartners Investment Advisors’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	$1.77M	Sell	20,167 -102,454	-84%	-$9.4M	0.19%	126
2025 Q4	$9.95M	Buy	122,621 +1,012	+0.8%	+$79.1K	1.48%	12
2025 Q3	$8.85M	Buy	121,609 +3,568	+3%	+$233K	1.97%	12
2025 Q2	$7.36M	Buy	118,041 +114,591	+3,321%	+$7.1M	1.8%	14
2025 Q1	$203K	Buy	+3,450	New	+$187K	0.04%	311

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

AssuredPartners Investment Advisors's IAU Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its iShares Gold Trust (IAU) stake by 84% in Q1 2026, selling an estimated $9.4M and leaving 20,167 shares worth $1.77M. The position accounts for 0.19% of the portfolio, ranked #126.

AssuredPartners Investment Advisors first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.95M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

AssuredPartners Investment Advisors held 20,167 shares of iShares Gold Trust worth $1.77M as of Q1 2026.
AssuredPartners Investment Advisors sold 102,454 iShares Gold Trust shares in Q1 2026, an estimated $9.4M.
iShares Gold Trust made up 0.19% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #126 holding.
AssuredPartners Investment Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's iShares Gold Trust position peaked at $9.95M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.