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

Blossom 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 		$1.63M Buy
18,443
+728
+4% +$66.8K 2.41% 10
2025
Q4 		$1.44M Sell
17,715
-4,552
-20% -$356K 2.37% 9
2025
Q3 		$1.62M Buy
22,267
+552
+3% +$36K 2.62% 9
2025
Q2 		$1.35M Buy
21,715
+665
+3% +$41.2K 2.4% 10
2025
Q1 		$1.24M Sell
21,050
-934
-4% -$50.5K 2.5% 9
2024
Q4 		$1.09M Sell
21,984
-2,786
-11% -$140K 2.09% 12
2024
Q3 		$1.23M Buy
24,770
+1,032
+4% +$48.3K 2.48% 9
2024
Q2 		$1.04M Buy
23,738
+2,223
+10% +$98.2K 2.27% 9
2024
Q1 		$904K Buy
21,515
+208
+1% +$8.15K 2.18% 10
2023
Q4 		$832K Buy
21,307
+742
+4% +$27.8K 2.24% 10
2023
Q3 		$720K Buy
20,565
+330
+2% +$12K 2.3% 10
2023
Q2 		$736K Buy
20,235
+10,991
+119% +$412K 2.7% 9
2023
Q1 		$345K Buy
9,244
+213
+2% +$7.64K 1.41% 28
2022
Q4 		$312K Buy
9,031
+66
+0.7% +$2.17K 1.51% 31
2022
Q3 		$283K Sell
8,965
-9
-0.1% -$295 1.59% 29
2022
Q2 		$308K Buy
8,974
+188
+2% +$6.69K 1.56% 29
2022
Q1 		$324K Sell
8,786
-119
-1% -$4.25K 1.46% 29
2021
Q4 		$310K Buy
+8,905
New +$304K 1.53% 26

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

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

Blossom Wealth Management increased its iShares Gold Trust (IAU) stake by 4.1% in Q1 2026, buying an estimated $66.8K and bringing the position to 18,443 shares worth $1.63M. The position accounts for 2.41% of the portfolio, ranked #10.

Blossom Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Blossom Wealth Management held 18,443 shares of iShares Gold Trust worth $1.63M as of Q1 2026.
  • Blossom Wealth Management bought 728 iShares Gold Trust shares in Q1 2026, an estimated $66.8K.
  • iShares Gold Trust made up 2.41% of Blossom Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Blossom Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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