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Axxcess Wealth Management’s iShares Gold Trust IAU Stock Holding History

Axxcess Wealth Management’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 		$59.2M Sell
671,507
-105,042
-14% -$9.64M 1.9% 12
2025
Q4 		$63M Sell
776,549
-74,332
-9% -$5.81M 1.09% 17
2025
Q3 		$61.9M Sell
850,881
-80,714
-9% -$5.27M 1.31% 13
2025
Q2 		$58.1M Sell
931,595
-35,494
-4% -$2.2M 1.36% 14
2025
Q1 		$57M Sell
967,089
-74,673
-7% -$4.04M 1.51% 12
2024
Q4 		$51.6M Buy
1,041,762
+1,498
+0.1% +$75.3K 1.24% 15
2024
Q3 		$51.7M Buy
1,040,264
+158,897
+18% +$7.44M 1.27% 14
2024
Q2 		$38.7M Sell
881,367
-12,508
-1% -$553K 1.02% 19
2024
Q1 		$37.6M Sell
893,875
-53,666
-6% -$2.1M 1.03% 19
2023
Q4 		$37M Sell
947,541
-160,201
-14% -$5.99M 1.07% 16
2023
Q3 		$38.8M Buy
1,107,742
+946,138
+585% +$34.5M 1.32% 12
2023
Q2 		$5.88M Sell
161,604
-5,252
-3% -$197K 0.43% 54
2023
Q1 		$6.24M Sell
166,856
-8,268
-5% -$297K 0.47% 48
2022
Q4 		$6.06M Buy
175,124
+27,087
+18% +$890K 0.5% 45
2022
Q3 		$4.67M Sell
148,037
-29,512
-17% -$967K 0.44% 44
2022
Q2 		$6.09M Sell
177,549
-5,731
-3% -$204K 0.56% 34
2022
Q1 		$6.75M Sell
183,280
-5,968
-3% -$213K 0.53% 37
2021
Q4 		$6.59M Buy
+189,248
New +$6.47M 0.48% 44

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

Axxcess Wealth Management's IAU Position: Q1 2026 in Review

Axxcess Wealth Management reduced its iShares Gold Trust (IAU) stake by 14% in Q1 2026, selling an estimated $9.64M and leaving 671,507 shares worth $59.2M. The position accounts for 1.9% of the portfolio, ranked #12.

Axxcess Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $63M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Axxcess Wealth Management held 671,507 shares of iShares Gold Trust worth $59.2M as of Q1 2026.
  • Axxcess Wealth Management sold 105,042 iShares Gold Trust shares in Q1 2026, an estimated $9.64M.
  • iShares Gold Trust made up 1.9% of Axxcess Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Axxcess Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's iShares Gold Trust position peaked at $63M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.