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Clear Investment Research’s iShares Gold Trust IAU Stock Holding History

Clear Investment Research’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 		$511K Sell
5,801
-771
-12% -$70.7K 0.8% 30
2025
Q4 		$533K Buy
6,572
+657
+11% +$51.4K 0.89% 30
2025
Q3 		$430K Buy
5,915
+2,671
+82% +$174K 0.58% 38
2025
Q2 		$202K Sell
3,244
-221
-6% -$13.7K 0.26% 58
2025
Q1 		$204K Sell
3,465
-657
-16% -$35.5K 0.27% 55
2024
Q4 		$204K Buy
4,122
+76
+2% +$3.82K 0.26% 54
2024
Q3 		$201K Sell
4,046
-408
-9% -$19.1K 0.26% 55
2024
Q2 		$196K Buy
4,454
+2,392
+116% +$106K 0.26% 53
2024
Q1 		$86.6K Sell
2,062
-12
-0.6% -$470 0.12% 79
2023
Q4 		$80.9K Buy
2,074
+4
+0.2% +$150 0.11% 85
2023
Q3 		$72.4K Sell
2,070
-43
-2% -$1.57K 0.13% 76
2023
Q2 		$76.9K Buy
2,113
+151
+8% +$5.66K 0.13% 72
2023
Q1 		$73.3K Sell
1,962
-395
-17% -$14.2K 0.13% 71
2022
Q4 		$82K Buy
2,357
+1,083
+85% +$35.6K 0.16% 64
2022
Q3 		$40K Sell
1,274
-6,804
-84% -$223K 0.08% 84
2022
Q2 		$277K Sell
8,078
-703
-8% -$25K 0.61% 34
2022
Q1 		$323K Sell
8,781
-4,302
-33% -$154K 0.63% 33
2021
Q4 		$455K Buy
13,083
+190
+1% +$6.49K 0.7% 27
2021
Q3 		$431K Buy
12,893
+913
+8% +$31.1K 0.7% 28
2021
Q2 		$404K Buy
11,980
+1,620
+16% +$56K 0.67% 27
2021
Q1 		$337K Buy
10,360
+3,328
+47% +$114K 0.61% 29
2020
Q4 		$255K Buy
7,032
+2,968
+73% +$106K 0.46% 34
2020
Q3 		$146K Buy
+4,064
New +$148K 0.3% 42

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

Clear Investment Research's IAU Position: Q1 2026 in Review

Clear Investment Research reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $70.7K and leaving 5,801 shares worth $511K. The position accounts for 0.8% of the portfolio, ranked #30.

Clear Investment Research first reported a position in IAU in Q3 2020 and has held it in 23 quarters since. The position peaked at $533K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Clear Investment Research held 5,801 shares of iShares Gold Trust worth $511K as of Q1 2026.
  • Clear Investment Research sold 771 iShares Gold Trust shares in Q1 2026, an estimated $70.7K.
  • iShares Gold Trust made up 0.8% of Clear Investment Research's portfolio in Q1 2026, its #30 holding.
  • Clear Investment Research first reported a position in iShares Gold Trust in Q3 2020 and has held it in 23 quarters since.
  • Clear Investment Research's iShares Gold Trust position peaked at $533K in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Clear Investment Research's 13F filing for Q1 2026, filed 4 May 2026.