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Carl Stuart Investment Advisor’s iShares Gold Trust IAU Stock Holding History

Carl Stuart Investment Advisor’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 		$46.6M Sell
528,842
-31,828
-6% -$2.92M 20.37% 2
2025
Q4 		$45.5M Sell
560,670
-23,219
-4% -$1.82M 41.07% 1
2025
Q3 		$42.5M Sell
583,889
-6,790
-1% -$443K 39.92% 1
2025
Q2 		$36.8M Sell
590,679
-19,747
-3% -$1.22M 18.85% 2
2025
Q1 		$36M Sell
610,426
-7,326
-1% -$396K 20.32% 2
2024
Q4 		$30.6M Sell
617,752
-4,797
-0.8% -$241K 16.32% 2
2024
Q3 		$30.9M Sell
622,549
-207
-0% -$9.69K 17.4% 2
2024
Q2 		$27.4M Sell
622,756
-4,345
-0.7% -$192K 17.11% 2
2024
Q1 		$26.3M Buy
627,101
+13,344
+2% +$523K 17.08% 2
2023
Q4 		$24M Sell
613,757
-4,698
-0.8% -$176K 16.13% 2
2023
Q3 		$21.4M Buy
618,455
+4,108
+0.7% +$150K 17.24% 2
2023
Q2 		$22.4M Sell
614,347
-2,126
-0.3% -$79.7K 17.15% 2
2023
Q1 		$16.3K Buy
616,473
+177,033
+40% +$6.35M 0.02% 38
2022
Q4 		$15.2M Sell
439,440
-219,876
-33% -$7.22M 14.05% 3
2022
Q3 		$21.5M Buy
659,316
+4,254
+0.6% +$139K 19.04% 2
2022
Q2 		$21.7M Buy
655,062
+160
+0% +$5.69K 18.84% 2
2022
Q1 		$241M Buy
654,902
+23,708
+4% +$847K 17.53% 2
2021
Q4 		$22M Buy
+631,194
New +$21.6M 15.95% 3

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

Carl Stuart Investment Advisor's IAU Position: Q1 2026 in Review

Carl Stuart Investment Advisor reduced its iShares Gold Trust (IAU) stake by 5.7% in Q1 2026, selling an estimated $2.92M and leaving 528,842 shares worth $46.6M. The position accounts for 20.37% of the portfolio, ranked #2.

Carl Stuart Investment Advisor first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $241M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Carl Stuart Investment Advisor held 528,842 shares of iShares Gold Trust worth $46.6M as of Q1 2026.
  • Carl Stuart Investment Advisor sold 31,828 iShares Gold Trust shares in Q1 2026, an estimated $2.92M.
  • iShares Gold Trust made up 20.37% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #2 holding.
  • Carl Stuart Investment Advisor first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Carl Stuart Investment Advisor's iShares Gold Trust position peaked at $241M in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.