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Chilton Investment Company’s iShares Gold Trust IAU Stock Holding History

Chilton Investment Company’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 		$315K Sell
3,572
-5,615
-61% -$515K 0.01% 242
2025
Q4 		$746K Buy
9,187
+3,157
+52% +$247K 0.02% 175
2025
Q3 		$439K Buy
+6,030
New +$393K 0.01% 208

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

Chilton Investment Company's IAU Position: Q1 2026 in Review

Chilton Investment Company reduced its iShares Gold Trust (IAU) stake by 61% in Q1 2026, selling an estimated $515K and leaving 3,572 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #242.

Chilton Investment Company first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. The position peaked at $746K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Chilton Investment Company held 3,572 shares of iShares Gold Trust worth $315K as of Q1 2026.
  • Chilton Investment Company sold 5,615 iShares Gold Trust shares in Q1 2026, an estimated $515K.
  • iShares Gold Trust made up 0.01% of Chilton Investment Company's portfolio in Q1 2026, its #242 holding.
  • Chilton Investment Company first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • Chilton Investment Company's iShares Gold Trust position peaked at $746K in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.