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Bogart Wealth LLC’s iShares Gold Trust IAU Stock Holding History

Bogart Wealth LLC’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 		$977K Hold
11,083
– – 0.04% 130
2025
Q4 		$900K Buy
11,083
+50
+0.5% +$3.91K 0.04% 135
2025
Q3 		$803K Buy
11,033
+50
+0.5% +$3.26K 0.03% 138
2025
Q2 		$685K Sell
10,983
-29
-0.3% -$1.8K 0.03% 144
2025
Q1 		$649K Buy
11,012
+200
+2% +$10.8K 0.03% 142
2024
Q4 		$535K Hold
10,812
– – 0.03% 147
2024
Q3 		$537K Hold
10,812
– – 0.03% 147
2024
Q2 		$475K Buy
10,812
+25
+0.2% +$1.1K 0.02% 151
2024
Q1 		$453K Buy
10,787
+3,000
+39% +$118K 0.02% 146
2023
Q4 		$304K Buy
7,787
+150
+2% +$5.61K 0.02% 177
2023
Q3 		$267K Hold
7,637
– – 0.02% 179
2023
Q2 		$278K Sell
7,637
-2
-0% -$75 0.02% 178
2023
Q1 		$285K Buy
7,639
+366
+5% +$13.1K 0.02% 162
2022
Q4 		$252K Hold
7,273
– – 0.02% 166
2022
Q3 		$229K Buy
7,273
+7,271
+363,550% +$238K 0.02% 162
2022
Q2 		$0 Hold
2
– – ﹤0.01% 932
2022
Q1 		$0 Sell
2
-7
-78% -$250 ﹤0.01% 810
2021
Q4 		$0 Buy
9
+7
+350% +$239 ﹤0.01% 782
2021
Q3 		$0 Buy
+2
New +$68 ﹤0.01% 745
2020
Q4 		– Sell
-40
Closed -$1K – 483
2020
Q3 		$1K Hold
40
– – ﹤0.01% 410
2020
Q2 		$1K Hold
40
– – ﹤0.01% 417
2020
Q1 		$1K Buy
+40
New +$1.21K ﹤0.01% 393

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

Bogart Wealth LLC's IAU Position: Q1 2026 in Review

Bogart Wealth LLC held its iShares Gold Trust (IAU) position steady in Q1 2026 at 11,083 shares worth $977K. The position accounts for 0.04% of the portfolio, ranked #130.

Bogart Wealth LLC first reported a position in IAU in Q1 2020 and has held it in 22 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bogart Wealth LLC held 11,083 shares of iShares Gold Trust worth $977K as of Q1 2026.
  • Bogart Wealth LLC left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.04% of Bogart Wealth LLC's portfolio in Q1 2026, its #130 holding.
  • Bogart Wealth LLC first reported a position in iShares Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.