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Compton Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Compton Wealth Advisory Group’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 		$504K Buy
5,622
+520
+10% +$47.7K 0.11% 67
2025
Q4 		$414K Buy
5,102
+288
+6% +$22.5K 0.09% 69
2025
Q3 		$350K Sell
4,814
-225
-4% -$14.7K 0.08% 70
2025
Q2 		$314K Hold
5,039
– – 0.08% 74
2025
Q1 		$297K Sell
5,039
-14,876
-75% -$805K 0.08% 74
2024
Q4 		$986K Sell
19,915
-1,825
-8% -$91.7K 0.25% 57
2024
Q3 		$1.08M Buy
21,740
+110
+0.5% +$5.15K 0.27% 58
2024
Q2 		$950K Hold
21,630
– – 0.25% 58
2024
Q1 		$909K Buy
+21,630
New +$848K 0.25% 60

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

Compton Wealth Advisory Group's IAU Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its iShares Gold Trust (IAU) stake by 10% in Q1 2026, buying an estimated $47.7K and bringing the position to 5,622 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #67.

Compton Wealth Advisory Group first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.08M in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Compton Wealth Advisory Group held 5,622 shares of iShares Gold Trust worth $504K as of Q1 2026.
  • Compton Wealth Advisory Group bought 520 iShares Gold Trust shares in Q1 2026, an estimated $47.7K.
  • iShares Gold Trust made up 0.11% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #67 holding.
  • Compton Wealth Advisory Group first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • Compton Wealth Advisory Group's iShares Gold Trust position peaked at $1.08M in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.