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Battery Global Advisors’s iShares Gold Trust IAU Stock Holding History

Battery Global 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 		$8.89M Buy
100,804
+100,280
+19,137% +$9.2M 4.77% 7
2025
Q4 		$359K Sell
524
-110,792
-100% -$8.66M 0.17% 32
2025
Q3 		$8.1M Buy
111,316
+3,200
+3% +$209K 3.81% 7
2025
Q2 		$6.74M Sell
108,116
-5,700
-5% -$353K 3.32% 7
2025
Q1 		$6.71M Buy
113,816
+10,564
+10% +$571K 3.74% 7
2024
Q4 		$5.11M Buy
103,252
+14,237
+16% +$715K 2.73% 8
2024
Q3 		$4.42M Buy
89,015
+88,693
+27,544% +$4.15M 2.4% 10
2024
Q2 		$176K Sell
322
-40,463
-99% -$1.79M 0.12% 31
2024
Q1 		$1.71M Sell
40,785
-22,334
-35% -$876K 1.39% 10
2023
Q4 		$2.46M Buy
+63,119
New +$2.36M 1.89% 10

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

Battery Global Advisors's IAU Position: Q1 2026 in Review

Battery Global Advisors increased its iShares Gold Trust (IAU) stake by 19,137% in Q1 2026, buying an estimated $9.2M and bringing the position to 100,804 shares worth $8.89M. The position accounts for 4.77% of the portfolio, ranked #7.

Battery Global Advisors first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Battery Global Advisors held 100,804 shares of iShares Gold Trust worth $8.89M as of Q1 2026.
  • Battery Global Advisors bought 100,280 iShares Gold Trust shares in Q1 2026, an estimated $9.2M.
  • iShares Gold Trust made up 4.77% of Battery Global Advisors's portfolio in Q1 2026, its #7 holding.
  • Battery Global Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.