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Brooklyn Investment Group’s iShares Gold Trust IAU Stock Holding History

Brooklyn Investment Group’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 		$1.5M Buy
17,021
+2,547
+18% +$234K 0.05% 377
2025
Q4 		$1.18M Buy
14,474
+7,248
+100% +$567K 0.05% 289
2025
Q3 		$445K Hold
7,226
– – 0.06% 310
2025
Q2 		$451K Buy
7,226
+1,890
+35% +$117K 0.06% 317
2025
Q1 		$315K Buy
5,336
+5,296
+13,240% +$286K 0.07% 255
2024
Q4 		$1.98K Buy
+40
New +$2.01K ﹤0.01% 1458

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Brooklyn Investment Group's IAU Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Gold Trust (IAU) stake by 18% in Q1 2026, buying an estimated $234K and bringing the position to 17,021 shares worth $1.5M. The position accounts for 0.05% of the portfolio, ranked #377.

Brooklyn Investment Group first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Brooklyn Investment Group held 17,021 shares of iShares Gold Trust worth $1.5M as of Q1 2026.
  • Brooklyn Investment Group bought 2,547 iShares Gold Trust shares in Q1 2026, an estimated $234K.
  • iShares Gold Trust made up 0.05% of Brooklyn Investment Group's portfolio in Q1 2026, its #377 holding.
  • Brooklyn Investment Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.