AW
IAU icon

Avion Wealth’s iShares Gold Trust IAU Stock Holding History

Avion Wealth’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 		$78K Buy
896
+25
+3% +$2.29K 0.02% 171
2025
Q4 		$70K Hold
871
– – 0.01% 177
2025
Q3 		$63K Buy
871
+2
+0.2% +$130 0.01% 196
2025
Q2 		$54K Hold
869
– – 0.01% 194
2025
Q1 		$43K Hold
869
– – 0.01% 207
2024
Q4 		$43K Hold
869
– – 0.01% 206
2024
Q3 		$43K Hold
869
– – 0.01% 178
2024
Q2 		$38K Hold
869
– – 0.01% 177
2024
Q1 		$37K Hold
869
– – 0.01% 183
2023
Q4 		$34K Hold
869
– – 0.01% 179
2023
Q3 		$30K Buy
869
+11
+1% +$401 0.01% 182
2023
Q2 		$31K Hold
858
– – 0.01% 192
2023
Q1 		$29K Hold
858
– – 0.01% 188
2022
Q4 		$27K Hold
858
– – 0.01% 190
2022
Q3 		$27K Buy
858
+18
+2% +$590 0.01% 190
2022
Q2 		$29K Buy
+840
New +$29.9K 0.01% 177

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

Avion Wealth's IAU Position: Q1 2026 in Review

Avion Wealth increased its iShares Gold Trust (IAU) stake by 2.9% in Q1 2026, buying an estimated $2.29K and bringing the position to 896 shares worth $78K. The position accounts for 0.02% of the portfolio, ranked #171.

Avion Wealth first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Avion Wealth held 896 shares of iShares Gold Trust worth $78K as of Q1 2026.
  • Avion Wealth bought 25 iShares Gold Trust shares in Q1 2026, an estimated $2.29K.
  • iShares Gold Trust made up 0.02% of Avion Wealth's portfolio in Q1 2026, its #171 holding.
  • Avion Wealth first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.