Charles Schwab
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Charles Schwab’s iShares Gold Trust IAU Stock Holding History

Charles Schwab’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 		$145M Buy
1,642,015
+172,667
+12% +$15.8M 0.02% 553
2025
Q4 		$119M Sell
1,469,348
-93,088
-6% -$7.28M 0.02% 637
2025
Q3 		$114M Sell
1,562,436
-36,665
-2% -$2.39M 0.02% 646
2025
Q2 		$99.7M Buy
1,599,101
+617,769
+63% +$38.3M 0.02% 681
2025
Q1 		$57.9M Buy
981,332
+913,987
+1,357% +$49.4M 0.01% 980
2024
Q4 		$3.33M Sell
67,345
-11,463
-15% -$576K ﹤0.01% 2523
2024
Q3 		$3.92M Sell
78,808
-19,947,379
-100% -$934M ﹤0.01% 2489
2024
Q2 		$880M Buy
20,026,187
+20,015,869
+193,990% +$885M 0.17% 102
2024
Q1 		$433K Sell
10,318
-6,049,905
-100% -$237M ﹤0.01% 3079
2023
Q4 		$237M Buy
6,060,223
+4,200,989
+226% +$157M 0.06% 283
2023
Q3 		$65.1M Sell
1,859,234
-3,916,246
-68% -$143M 0.02% 725
2023
Q2 		$210M Sell
5,775,480
-135,503
-2% -$5.08M 0.06% 278
2023
Q1 		$221M Buy
5,910,983
+3,776,330
+177% +$136M 0.07% 259
2022
Q4 		$73.8M Sell
2,134,653
-2,002,163
-48% -$65.8M 0.02% 601
2022
Q3 		$130M Buy
4,136,816
+6,086
+0.1% +$199K 0.05% 355
2022
Q2 		$142M Sell
4,130,730
-3,266,678
-44% -$116M 0.05% 342
2022
Q1 		$272M Buy
7,397,408
+1,436,094
+24% +$51.3M 0.08% 226
2021
Q4 		$208M Buy
5,961,314
+1,946
+0% +$66.5K 0.06% 288
2021
Q3 		$199M Buy
5,959,368
+4,114,593
+223% +$140M 0.07% 270
2021
Q2 		$62.2M Sell
1,844,775
-23,165
-1% -$801K 0.02% 721
2021
Q1 		$60.8M Sell
1,867,940
-3,789,502
-67% -$130M 0.02% 708
2020
Q4 		$205M Sell
5,657,442
-2,251,495
-28% -$80.6M 0.08% 222
2020
Q3 		$285M Sell
7,908,937
-1,090,625
-12% -$39.8M 0.13% 142
2020
Q2 		$306M Sell
8,999,562
-1,128,032
-11% -$37M 0.15% 131
2020
Q1 		$305M Buy
+10,127,594
New +$306M 0.18% 106
2017
Q3 		– Sell
-12,959
Closed -$310K – 3081
2017
Q2 		$310K Sell
12,959
-9,783
-43% -$237K ﹤0.01% 2849
2017
Q1 		$547K Sell
22,742
-7,732
-25% -$182K ﹤0.01% 2612
2016
Q4 		$676K Buy
+30,474
New +$715K ﹤0.01% 2560

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

Charles Schwab's IAU Position: Q1 2026 in Review

Charles Schwab increased its iShares Gold Trust (IAU) stake by 12% in Q1 2026, buying an estimated $15.8M and bringing the position to 1,642,015 shares worth $145M. The position accounts for 0.02% of the portfolio, ranked #553.

Charles Schwab first reported a position in IAU in Q4 2016 and has held it in 28 quarters since. The position peaked at $880M in Q2 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Charles Schwab held 1,642,015 shares of iShares Gold Trust worth $145M as of Q1 2026.
  • Charles Schwab bought 172,667 iShares Gold Trust shares in Q1 2026, an estimated $15.8M.
  • iShares Gold Trust made up 0.02% of Charles Schwab's portfolio in Q1 2026, its #553 holding.
  • Charles Schwab first reported a position in iShares Gold Trust in Q4 2016 and has held it in 28 quarters since.
  • Charles Schwab's iShares Gold Trust position peaked at $880M in Q2 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.