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BOK Financial Private Wealth’s iShares Gold Trust IAU Stock Holding History

BOK Financial Private Wealth’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 		$5.4M Buy
61,199
+200
+0.3% +$18.3K 0.33% 30
2025
Q4 		$4.95M Hold
60,999
– – 0.3% 36
2025
Q3 		$4.44M Buy
60,999
+20,968
+52% +$1.37M 0.28% 37
2025
Q2 		$2.5M Buy
40,031
+22,912
+134% +$1.42M 0.17% 46
2025
Q1 		$1.01M Sell
17,119
-70
-0.4% -$3.79K 0.08% 90
2024
Q4 		$851K Buy
17,189
+70
+0.4% +$3.52K 0.06% 104
2024
Q3 		$851K Sell
17,119
-1,196
-7% -$56K 0.06% 107
2024
Q2 		$805K Sell
18,315
-2,780
-13% -$123K 0.06% 109
2024
Q1 		$886K Sell
21,095
-3,951
-16% -$155K 0.07% 105
2023
Q4 		$978K Sell
25,046
-35,699
-59% -$1.34M 0.08% 96
2023
Q3 		$2.13M Sell
60,745
-1,257,857
-95% -$45.9M 0.19% 68
2023
Q2 		$48M Sell
1,318,602
-82,788
-6% -$3.1M 3.91% 9
2023
Q1 		$52.4M Sell
1,401,390
-61,546
-4% -$2.21M 4.21% 8
2022
Q4 		$50.6M Buy
1,462,936
+17,257
+1% +$567K 4.2% 9
2022
Q3 		$45.6M Buy
1,445,679
+117,640
+9% +$3.86M 4.1% 7
2022
Q2 		$45.6M Buy
1,328,039
+188,746
+17% +$6.71M 4.05% 7
2022
Q1 		$42M Buy
+1,139,293
New +$40.7M 2.98% 8

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

BOK Financial Private Wealth's IAU Position: Q1 2026 in Review

BOK Financial Private Wealth increased its iShares Gold Trust (IAU) stake by 0.33% in Q1 2026, buying an estimated $18.3K and bringing the position to 61,199 shares worth $5.4M. The position accounts for 0.33% of the portfolio, ranked #30.

BOK Financial Private Wealth first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $52.4M in Q1 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • BOK Financial Private Wealth held 61,199 shares of iShares Gold Trust worth $5.4M as of Q1 2026.
  • BOK Financial Private Wealth bought 200 iShares Gold Trust shares in Q1 2026, an estimated $18.3K.
  • iShares Gold Trust made up 0.33% of BOK Financial Private Wealth's portfolio in Q1 2026, its #30 holding.
  • BOK Financial Private Wealth first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • BOK Financial Private Wealth's iShares Gold Trust position peaked at $52.4M in Q1 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.