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Avestar Capital’s iShares Gold Trust IAU Stock Holding History

Avestar Capital’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 		$11.8M Buy
133,283
+15,931
+14% +$1.46M 0.75% 24
2025
Q4 		$9.53M Buy
117,352
+13,072
+13% +$1.02M 0.62% 27
2025
Q3 		$7.59M Buy
104,280
+7,259
+7% +$474K 0.5% 36
2025
Q2 		$6.05M Buy
97,021
+4,374
+5% +$271K 0.41% 45
2025
Q1 		$5.46M Buy
92,647
+2,020
+2% +$109K 0.47% 45
2024
Q4 		$4.49M Buy
90,627
+37,821
+72% +$1.9M 0.38% 57
2024
Q3 		$2.62M Sell
52,806
-3,639
-6% -$170K 0.27% 68
2024
Q2 		$2.48M Hold
56,445
– – 0.25% 74
2024
Q1 		$2.37M Hold
56,445
– – 0.25% 77
2023
Q4 		$2.2M Hold
56,445
– – 0.25% 64
2023
Q3 		$1.98M Buy
+56,445
New +$2.06M 0.28% 66

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

Avestar Capital's IAU Position: Q1 2026 in Review

Avestar Capital increased its iShares Gold Trust (IAU) stake by 14% in Q1 2026, buying an estimated $1.46M and bringing the position to 133,283 shares worth $11.8M. The position accounts for 0.75% of the portfolio, ranked #24.

Avestar Capital first reported a position in IAU in Q3 2023 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Avestar Capital held 133,283 shares of iShares Gold Trust worth $11.8M as of Q1 2026.
  • Avestar Capital bought 15,931 iShares Gold Trust shares in Q1 2026, an estimated $1.46M.
  • iShares Gold Trust made up 0.75% of Avestar Capital's portfolio in Q1 2026, its #24 holding.
  • Avestar Capital first reported a position in iShares Gold Trust in Q3 2023 and has held it in 11 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.