AA
IAU icon

Auxano Advisors’s iShares Gold Trust IAU Stock Holding History

Auxano 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 		$1.27M Sell
14,460
-2,200
-13% -$202K 0.25% 63
2025
Q4 		$1.35M Sell
16,660
-205
-1% -$16K 0.27% 59
2025
Q3 		$1.23M Sell
16,865
-400
-2% -$26.1K 0.26% 50
2025
Q2 		$1.08M Sell
17,265
-372
-2% -$23.1K 0.25% 49
2025
Q1 		$1.04M Sell
17,637
-737
-4% -$39.9K 0.28% 50
2024
Q4 		$910K Sell
18,374
-440
-2% -$22.1K 0.23% 63
2024
Q3 		$935K Sell
18,814
-1,159
-6% -$54.3K 0.24% 63
2024
Q2 		$877K Sell
19,973
-310
-2% -$13.7K 0.24% 69
2024
Q1 		$852K Buy
20,283
+5,213
+35% +$204K 0.25% 69
2023
Q4 		$588K Buy
15,070
+1,495
+11% +$55.9K 0.2% 77
2023
Q3 		$475K Sell
13,575
-1,055
-7% -$38.5K 0.19% 65
2023
Q2 		$547K Hold
14,630
– – 0.22% 60
2023
Q1 		$547K Hold
14,630
– – 0.22% 60
2022
Q4 		$506K Buy
14,630
+6,089
+71% +$200K 0.23% 60
2022
Q3 		$269K Buy
8,541
+85
+1% +$2.79K 0.12% 80
2022
Q2 		$290K Sell
8,456
-698
-8% -$24.8K 0.14% 64
2022
Q1 		$337K Hold
9,154
– – 0.14% 56
2021
Q4 		$319K Hold
9,154
– – 0.14% 54
2021
Q3 		$306K Hold
9,154
– – 0.14% 48
2021
Q2 		$309K Buy
9,154
+379
+4% +$13.1K 0.14% 48
2021
Q1 		$285K Hold
8,775
– – 0.18% 44
2020
Q4 		$318K Hold
8,775
– – 0.21% 39
2020
Q3 		$316K Hold
8,775
– – 0.24% 36
2020
Q2 		$298K Hold
8,775
– – 0.25% 34
2020
Q1 		$264K Buy
+8,775
New +$265K 0.24% 30

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

Auxano Advisors's IAU Position: Q1 2026 in Review

Auxano Advisors reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $202K and leaving 14,460 shares worth $1.27M. The position accounts for 0.25% of the portfolio, ranked #63.

Auxano Advisors first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.35M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Auxano Advisors held 14,460 shares of iShares Gold Trust worth $1.27M as of Q1 2026.
  • Auxano Advisors sold 2,200 iShares Gold Trust shares in Q1 2026, an estimated $202K.
  • iShares Gold Trust made up 0.25% of Auxano Advisors's portfolio in Q1 2026, its #63 holding.
  • Auxano Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • Auxano Advisors's iShares Gold Trust position peaked at $1.35M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.