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Blueprint Investment Partners’s iShares Gold Trust IAU Stock Holding History

Blueprint Investment Partners’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 		$8.3M Buy
94,179
+434
+0.5% +$39.8K 0.85% 25
2025
Q4 		$7.61M Buy
93,745
+1,773
+2% +$139K 0.81% 25
2025
Q3 		$6.69M Buy
91,972
+6,630
+8% +$433K 0.94% 27
2025
Q2 		$5.32M Buy
85,342
+11,608
+16% +$719K 0.94% 29
2025
Q1 		$4.35M Sell
73,734
-157
-0.2% -$8.49K 0.79% 31
2024
Q4 		$3.66M Buy
73,891
+586
+0.8% +$29.4K 0.58% 36
2024
Q3 		$3.64M Sell
73,305
-6,656
-8% -$312K 0.66% 29
2024
Q2 		$3.51M Sell
79,961
-7,157
-8% -$316K 0.76% 28
2024
Q1 		$3.66M Buy
87,118
+10,681
+14% +$419K 0.72% 29
2023
Q4 		$2.98M Sell
76,437
-44,244
-37% -$1.66M 0.82% 26
2023
Q3 		$4.22M Sell
120,681
-86,192
-42% -$3.15M 1.36% 16
2023
Q2 		$7.53M Sell
206,873
-157,199
-43% -$5.89M 2.7% 12
2023
Q1 		$13.6M Buy
+364,072
New +$13.1M 3.11% 7
2022
Q4 		– Sell
-96,215
Closed -$3.03M – 243
2022
Q3 		$3.03M Buy
96,215
+11,610
+14% +$380K 0.83% 23
2022
Q2 		$2.9M Sell
84,605
-232,357
-73% -$8.27M 0.78% 26
2022
Q1 		$11.7M Buy
316,962
+247,607
+357% +$8.85M 3% 8
2021
Q4 		$2.41M Buy
69,355
+9,677
+16% +$331K 0.59% 52
2021
Q3 		$1.99M Buy
+59,678
New +$2.03M 1% 21
2021
Q2 		– Sell
-52,226
Closed -$1.7M – 78
2021
Q1 		$1.7M Buy
52,226
+52,135
+57,291% +$1.78M 1.32% 17
2020
Q4 		$3.29K Sell
91
-90,751
-100% -$3.25M 2.67% 12
2020
Q3 		$3.29M Buy
+90,842
New +$3.32M 2.6% 12

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

Blueprint Investment Partners's IAU Position: Q1 2026 in Review

Blueprint Investment Partners increased its iShares Gold Trust (IAU) stake by 0.46% in Q1 2026, buying an estimated $39.8K and bringing the position to 94,179 shares worth $8.3M. The position accounts for 0.85% of the portfolio, ranked #25.

Blueprint Investment Partners first reported a position in IAU in Q3 2020 and has held it in 21 quarters since. The position peaked at $13.6M in Q1 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Blueprint Investment Partners held 94,179 shares of iShares Gold Trust worth $8.3M as of Q1 2026.
  • Blueprint Investment Partners bought 434 iShares Gold Trust shares in Q1 2026, an estimated $39.8K.
  • iShares Gold Trust made up 0.85% of Blueprint Investment Partners's portfolio in Q1 2026, its #25 holding.
  • Blueprint Investment Partners first reported a position in iShares Gold Trust in Q3 2020 and has held it in 21 quarters since.
  • Blueprint Investment Partners's iShares Gold Trust position peaked at $13.6M in Q1 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.