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Compass Financial Services’s iShares Gold Trust IAU Stock Holding History

Compass Financial Services’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
-359
Closed -$29.1K – 134
2025
Q4 		$29.1K Hold
359
– – 0.01% 130
2025
Q3 		$26.1K Buy
359
+8
+2% +$522 0.01% 144
2025
Q2 		$21.9K Sell
351
-203
-37% -$12.6K 0.01% 149
2025
Q1 		$32.7K Hold
554
– – 0.02% 109
2024
Q4 		$27.4K Buy
+554
New +$27.8K 0.02% 91

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Compass Financial Services's IAU Position: Q1 2026 in Review

Compass Financial Services sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 359 shares — an estimated $29.1K sold.

Compass Financial Services first reported a position in IAU in Q4 2024 and held it in 5 quarters. The position peaked at $32.7K in Q1 2025. 1,975 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Compass Financial Services reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 359 iShares Gold Trust shares in Q1 2026, an estimated $29.1K.
  • Compass Financial Services first reported a position in iShares Gold Trust in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's iShares Gold Trust position peaked at $32.7K in Q1 2025.
  • 1,975 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.