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 		– Sell
-100
Closed -$55 – 4875
2025
Q4 		$55 Buy
+100
New +$7.82K ﹤0.01% 4676

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.