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Claro Advisors’s iShares Gold Trust IAU Stock Holding History

Claro Advisors’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 		$2.03M Sell
23,029
-20,139
-47% -$1.85M 0.24% 77
2025
Q4 		$3.5M Buy
43,168
+3,994
+10% +$312K 0.48% 41
2025
Q3 		$2.85M Buy
39,174
+14,456
+58% +$943K 0.42% 51
2025
Q2 		$1.54M Sell
24,718
-3,828
-13% -$237K 0.25% 83
2025
Q1 		$1.68M Buy
28,546
+13,719
+93% +$742K 0.23% 79
2024
Q4 		$734K Buy
+14,827
New +$745K 0.1% 189
2021
Q2 		– Sell
-5,491
Closed -$179K – 240
2021
Q1 		$179K Sell
5,491
-1,475
-21% -$50.4K 0.09% 207
2020
Q4 		$253K Buy
6,966
+749
+12% +$26.8K 0.13% 170
2020
Q3 		$224K Buy
+6,217
New +$227K 0.14% 170
2019
Q1 		– Sell
-1,500
Closed -$34K – 510
2018
Q4 		$34K Buy
+1,500
New +$35.3K 0.03% 421

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

Claro Advisors's IAU Position: Q1 2026 in Review

Claro Advisors reduced its iShares Gold Trust (IAU) stake by 47% in Q1 2026, selling an estimated $1.85M and leaving 23,029 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #77.

Claro Advisors first reported a position in IAU in Q4 2018 and has held it in 10 quarters since. The position peaked at $3.5M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Claro Advisors held 23,029 shares of iShares Gold Trust worth $2.03M as of Q1 2026.
  • Claro Advisors sold 20,139 iShares Gold Trust shares in Q1 2026, an estimated $1.85M.
  • iShares Gold Trust made up 0.24% of Claro Advisors's portfolio in Q1 2026, its #77 holding.
  • Claro Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 10 quarters since.
  • Claro Advisors's iShares Gold Trust position peaked at $3.5M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.