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Benchmark Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Benchmark Investment 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 		$761K Buy
+8,630
New +$792K 0.44% 43
2025
Q3 		$533K Buy
+7,320
New +$478K 0.31% 55
2025
Q1 		$434K Sell
7,355
-190
-3% -$10.3K 0.28% 65
2024
Q4 		$374K Sell
7,545
-70
-0.9% -$3.52K 0.24% 66
2024
Q3 		$378K Sell
7,615
-585
-7% -$27.4K 0.27% 64
2024
Q2 		$360K Sell
8,200
-320
-4% -$14.1K 0.26% 66
2024
Q1 		$358K Sell
8,520
-250
-3% -$9.8K 0.28% 70
2023
Q4 		$342K Sell
8,770
-437
-5% -$16.4K 0.32% 66
2023
Q3 		$322K Sell
9,207
-9,523
-51% -$348K 0.33% 69
2023
Q2 		$682K Sell
18,730
-7,656
-29% -$287K 0.63% 45
2023
Q1 		$986K Sell
26,386
-7,130
-21% -$256K 1.01% 34
2022
Q4 		$1.16M Sell
33,516
-5,337
-14% -$175K 1.22% 28
2022
Q3 		$1.23M Buy
38,853
+7,520
+24% +$246K 1.32% 25
2022
Q2 		$1.07M Buy
31,333
+1,425
+5% +$50.7K 1.12% 28
2022
Q1 		$1.1M Sell
29,908
-416
-1% -$14.9K 0.83% 36
2021
Q4 		$1.06M Buy
+30,324
New +$1.04M 0.87% 37

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

Benchmark Investment Advisors's IAU Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in iShares Gold Trust (IAU) in Q1 2026: 8,630 shares worth $761K. The stake represents 0.44% of the portfolio and ranks #43 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in IAU as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in IAU in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.23M in Q3 2022. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Benchmark Investment Advisors held 8,630 shares of iShares Gold Trust worth $761K as of Q1 2026.
  • iShares Gold Trust was a new Benchmark Investment Advisors position in Q1 2026.
  • iShares Gold Trust made up 0.44% of Benchmark Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Benchmark Investment Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's iShares Gold Trust position peaked at $1.23M in Q3 2022.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.