Cetera Investment Advisers
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Cetera Investment Advisers’s iShares Gold Trust IAU Stock Holding History

Cetera Investment Advisers’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 		$121M Sell
1,373,536
-946,033
-41% -$86.8M 0.13% 145
2025
Q4 		$188M Buy
2,319,569
+57,391
+3% +$4.49M 0.21% 89
2025
Q3 		$165M Buy
2,262,178
+796,607
+54% +$52M 0.19% 97
2025
Q2 		$91.4M Sell
1,465,571
-181,580
-11% -$11.3M 0.15% 127
2025
Q1 		$97.1M Buy
1,647,151
+613,680
+59% +$33.2M 0.19% 99
2024
Q4 		$51.2M Buy
1,033,471
+354,831
+52% +$17.8M 0.11% 195
2024
Q3 		$33.7M Buy
678,640
+2,172
+0.3% +$102K 0.07% 270
2024
Q2 		$29.7M Sell
676,468
-17,650
-3% -$780K 0.07% 286
2024
Q1 		$29.2M Buy
694,118
+586,652
+546% +$23M 0.07% 286
2023
Q4 		$4.19M Sell
107,466
-5,187
-5% -$194K 0.03% 502
2023
Q3 		$3.94M Sell
112,653
-15,926
-12% -$581K 0.03% 497
2023
Q2 		$4.68M Sell
128,579
-23,095
-15% -$866K 0.04% 430
2023
Q1 		$5.67M Sell
151,674
-730
-0.5% -$26.2K 0.05% 352
2022
Q4 		$5.27M Buy
152,404
+17,423
+13% +$572K 0.05% 371
2022
Q3 		$4.26M Sell
134,981
-1,105
-0.8% -$36.2K 0.09% 246
2022
Q2 		$4.67M Sell
136,086
-5,525
-4% -$197K 0.07% 269
2022
Q1 		$5.21M Buy
141,611
+17,707
+14% +$633K 0.07% 273
2021
Q4 		$4.31M Sell
123,904
-8,195
-6% -$280K 0.06% 320
2021
Q3 		$4.41M Buy
132,099
+22,104
+20% +$753K 0.07% 288
2021
Q2 		$3.71M Buy
109,995
+7,365
+7% +$255K 0.06% 340
2021
Q1 		$3.34M Sell
102,630
-6,969
-6% -$238K 0.07% 310
2020
Q4 		$3.97M Buy
109,599
+78,800
+256% +$2.82M 0.08% 273
2020
Q3 		$1.11M Buy
30,799
+5,904
+24% +$216K 0.09% 246
2020
Q2 		$846K Buy
24,895
+5,473
+28% +$179K 0.08% 263
2020
Q1 		$585K Buy
19,422
+1,698
+10% +$51.3K 0.07% 275
2019
Q4 		$517K Buy
17,724
+3,946
+29% +$112K 0.05% 334
2019
Q3 		$387K Buy
13,778
+3,783
+38% +$107K 0.05% 353
2019
Q2 		$271K Sell
9,995
-53
-0.5% -$1.33K 0.03% 412
2019
Q1 		$251K Sell
10,048
-220
-2% -$5.5K 0.04% 404
2018
Q4 		$255K Sell
10,268
-2,053
-17% -$48.3K 0.04% 375
2018
Q3 		$278K Sell
12,321
-1,031
-8% -$24K 0.04% 385
2018
Q2 		$320K Buy
13,352
+1,506
+13% +$37.8K 0.06% 314
2018
Q1 		$302K Sell
11,846
-439
-4% -$11.2K 0.06% 303
2017
Q4 		$310K Buy
12,285
+228
+2% +$5.59K 0.06% 315
2017
Q3 		$298K Buy
12,057
+605
+5% +$14.9K 0.07% 307
2017
Q2 		$273K Hold
11,452
– – 0.07% 316
2017
Q1 		$274K Sell
11,452
-171
-1% -$4.02K 0.08% 294
2016
Q4 		$257K Sell
11,623
-283
-2% -$6.64K 0.09% 264
2016
Q3 		$303K Buy
11,906
+3,016
+34% +$77.6K 0.13% 191
2016
Q2 		$228K Buy
+8,890
New +$216K 0.09% 256

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

Cetera Investment Advisers's IAU Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares Gold Trust (IAU) stake by 41% in Q1 2026, selling an estimated $86.8M and leaving 1,373,536 shares worth $121M. The position accounts for 0.13% of the portfolio, ranked #145.

Cetera Investment Advisers first reported a position in IAU in Q2 2016 and has held it in 40 quarters since. The position peaked at $188M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Cetera Investment Advisers held 1,373,536 shares of iShares Gold Trust worth $121M as of Q1 2026.
  • Cetera Investment Advisers sold 946,033 iShares Gold Trust shares in Q1 2026, an estimated $86.8M.
  • iShares Gold Trust made up 0.13% of Cetera Investment Advisers's portfolio in Q1 2026, its #145 holding.
  • Cetera Investment Advisers first reported a position in iShares Gold Trust in Q2 2016 and has held it in 40 quarters since.
  • Cetera Investment Advisers's iShares Gold Trust position peaked at $188M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.