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Bruce G. Allen Investments’s iShares Gold Trust IAU Stock Holding History

Bruce G. Allen Investments’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 		$149K Sell
1,695
-235
-12% -$21.6K 0.1% 104
2025
Q4 		$157K Sell
1,930
-146
-7% -$11.4K 0.11% 103
2025
Q3 		$151K Hold
2,076
– – 0.11% 104
2025
Q2 		$129K Sell
2,076
-155
-7% -$9.61K 0.1% 120
2025
Q1 		$132K Sell
2,231
-275
-11% -$14.9K 0.1% 116
2024
Q4 		$124K Sell
2,506
-137
-5% -$6.88K 0.1% 123
2024
Q3 		$131K Sell
2,643
-66
-2% -$3.09K 0.1% 128
2024
Q2 		$119K Hold
2,709
– – 0.1% 130
2024
Q1 		$114K Hold
2,709
– – 0.09% 140
2023
Q4 		$106K Buy
+2,709
New +$101K 0.1% 142

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

Bruce G. Allen Investments's IAU Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $21.6K and leaving 1,695 shares worth $149K. The position accounts for 0.1% of the portfolio, ranked #104.

Bruce G. Allen Investments first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $157K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bruce G. Allen Investments held 1,695 shares of iShares Gold Trust worth $149K as of Q1 2026.
  • Bruce G. Allen Investments sold 235 iShares Gold Trust shares in Q1 2026, an estimated $21.6K.
  • iShares Gold Trust made up 0.1% of Bruce G. Allen Investments's portfolio in Q1 2026, its #104 holding.
  • Bruce G. Allen Investments first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's iShares Gold Trust position peaked at $157K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.