Avalon Trust’s iShares Gold Trust IAU Stock Holding History

Avalon Trust’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	$353K	Buy	4,000 +250	+7%	+$22.9K	0.02%	114
2025 Q4	$304K	Hold	3,750	–	–	0.02%	118
2025 Q3	$273K	Buy	+3,750	New	+$245K	0.02%	137

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

Avalon Trust's IAU Position: Q1 2026 in Review

Avalon Trust increased its iShares Gold Trust (IAU) stake by 6.7% in Q1 2026, buying an estimated $22.9K and bringing the position to 4,000 shares worth $353K. The position accounts for 0.02% of the portfolio, ranked #114.

Avalon Trust first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Avalon Trust held 4,000 shares of iShares Gold Trust worth $353K as of Q1 2026.
Avalon Trust bought 250 iShares Gold Trust shares in Q1 2026, an estimated $22.9K.
iShares Gold Trust made up 0.02% of Avalon Trust's portfolio in Q1 2026, its #114 holding.
Avalon Trust first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.