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Carlton Hofferkamp & Jenks Wealth Management’s iShares Gold Trust IAU Stock Holding History

Carlton Hofferkamp & Jenks Wealth Management’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
-2,915
Closed -$237K – 146
2025
Q4 		$237K Hold
2,915
– – 0.08% 125
2025
Q3 		$219K Buy
+2,915
New +$190K 0.07% 134

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 22.9% 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

Carlton Hofferkamp & Jenks Wealth Management's IAU Position: Q1 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 2,915 shares — an estimated $237K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IAU in Q3 2025 and held it in 2 quarters. The position peaked at $237K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 2,915 iShares Gold Trust shares in Q1 2026, an estimated $237K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and held it in 2 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's iShares Gold Trust position peaked at $237K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.