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Brooks Moore & Associates’s iShares Gold Trust IAU Stock Holding History

Brooks Moore & Associates’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 		– Sell
-6,076
Closed -$493K – 111
2025
Q4 		$493K Buy
6,076
+125
+2% +$9.78K 0.24% 74
2025
Q3 		$433K Buy
5,951
+8
+0.1% +$522 0.22% 77
2025
Q2 		$369K Sell
5,943
-2,850
-32% -$177K 0.2% 84
2025
Q1 		$518K Sell
8,793
-2,300
-21% -$124K 0.29% 72
2024
Q4 		$549K Buy
11,093
+500
+5% +$25.1K 0.32% 64
2024
Q3 		$526K Hold
10,593
– – 0.31% 67
2024
Q2 		$465K Buy
10,593
+500
+5% +$22.1K 0.3% 64
2024
Q1 		$424K Hold
10,093
– – 0.27% 67
2023
Q4 		$394K Hold
10,093
– – 0.27% 65
2023
Q3 		$353K Buy
10,093
+100
+1% +$3.65K 0.27% 65
2023
Q2 		$364K Hold
9,993
– – 0.26% 66
2023
Q1 		$373K Sell
9,993
-1,622
-14% -$58.2K 0.27% 63
2022
Q4 		$402K Buy
11,615
+1,315
+13% +$43.2K 0.29% 63
2022
Q3 		$325K Hold
10,300
– – 0.26% 62
2022
Q2 		$353K Sell
10,300
-450
-4% -$16K 0.25% 66
2022
Q1 		$396K Buy
10,750
+600
+6% +$21.4K 0.24% 70
2021
Q4 		$353K Hold
10,150
– – 0.21% 79
2021
Q3 		$339K Hold
10,150
– – 0.22% 79
2021
Q2 		$342K Hold
10,150
– – 0.22% 80
2021
Q1 		$330K Buy
10,150
+1,950
+24% +$66.6K 0.22% 79
2020
Q4 		$297K Buy
8,200
+450
+6% +$16.1K 0.23% 80
2020
Q3 		$279K Buy
7,750
+2,500
+48% +$91.3K 0.24% 72
2020
Q2 		$178K Buy
+5,250
New +$172K 0.17% 83
2020
Q1 		– Sell
-10,750
Closed -$312K – 85
2019
Q4 		$312K Hold
10,750
– – 0.25% 82
2019
Q3 		$303K Buy
10,750
+1,350
+14% +$38.1K 0.26% 81
2019
Q2 		$254K Hold
9,400
– – 0.22% 91
2019
Q1 		$233K Hold
9,400
– – 0.21% 85
2018
Q4 		$231K Buy
+9,400
New +$221K 0.23% 80

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

Brooks Moore & Associates's IAU Position: Q1 2026 in Review

Brooks Moore & Associates sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 6,076 shares — an estimated $493K sold.

Brooks Moore & Associates first reported a position in IAU in Q4 2018 and held it in 28 quarters. The position peaked at $549K in Q4 2024. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Brooks Moore & Associates reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Brooks Moore & Associates sold 6,076 iShares Gold Trust shares in Q1 2026, an estimated $493K.
  • Brooks Moore & Associates first reported a position in iShares Gold Trust in Q4 2018 and held it in 28 quarters.
  • Brooks Moore & Associates's iShares Gold Trust position peaked at $549K in Q4 2024.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.