Baron Silver Stevens Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Baron Silver Stevens Financial 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	$226K	Sell	2,569 -25	-1%	-$2.29K	0.03%	125
2025 Q4	$211K	Sell	2,594 -1,930	-43%	-$151K	0.03%	132
2025 Q3	$329K	Buy	4,524 +434	+11%	+$28.3K	0.05%	103
2025 Q2	$255K	Buy	+4,090	New	+$253K	0.04%	116
2022 Q1	–	Sell	-9,930	Closed	-$345K	–	96
2021 Q4	$345K	Hold	9,930	–	–	0.08%	61
2021 Q3	$331K	Hold	9,930	–	–	0.09%	58
2021 Q2	$334K	Sell	9,930 -413	-4%	-$14.3K	0.09%	59
2021 Q1	$336K	Sell	10,343 -1,897	-15%	-$64.8K	0.18%	35
2020 Q4	$443K	Buy	+12,240	New	+$438K	0.15%	39

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

Baron Silver Stevens Financial Advisors's IAU Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors reduced its iShares Gold Trust (IAU) stake by 0.96% in Q1 2026, selling an estimated $2.29K and leaving 2,569 shares worth $226K. The position accounts for 0.03% of the portfolio, ranked #125.

Baron Silver Stevens Financial Advisors first reported a position in IAU in Q4 2020 and has held it in 9 quarters since. The position peaked at $443K in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Baron Silver Stevens Financial Advisors held 2,569 shares of iShares Gold Trust worth $226K as of Q1 2026.
Baron Silver Stevens Financial Advisors sold 25 iShares Gold Trust shares in Q1 2026, an estimated $2.29K.
iShares Gold Trust made up 0.03% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #125 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares Gold Trust in Q4 2020 and has held it in 9 quarters since.
Baron Silver Stevens Financial Advisors's iShares Gold Trust position peaked at $443K in Q4 2020.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.