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Concorde Asset Management’s iShares Gold Trust IAU Stock Holding History

Concorde Asset Management’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 		$307K Sell
3,477
-1,294
-27% -$119K 0.15% 135
2025
Q4 		$387K Buy
4,771
+867
+22% +$67.8K 0.15% 126
2025
Q3 		$283K Buy
+3,904
New +$255K 0.12% 164
2025
Q1 		$232K Buy
+3,976
New +$215K 0.13% 148
2021
Q1 		– Sell
-7,436
Closed -$269K – 220
2020
Q4 		$269K Sell
7,436
-2,490
-25% -$89.1K 0.15% 113
2020
Q3 		$358K Buy
+9,926
New +$362K 0.2% 119

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

Concorde Asset Management's IAU Position: Q1 2026 in Review

Concorde Asset Management reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $119K and leaving 3,477 shares worth $307K. The position accounts for 0.15% of the portfolio, ranked #135.

Concorde Asset Management first reported a position in IAU in Q3 2020 and has held it in 6 quarters since. The position peaked at $387K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Concorde Asset Management held 3,477 shares of iShares Gold Trust worth $307K as of Q1 2026.
  • Concorde Asset Management sold 1,294 iShares Gold Trust shares in Q1 2026, an estimated $119K.
  • iShares Gold Trust made up 0.15% of Concorde Asset Management's portfolio in Q1 2026, its #135 holding.
  • Concorde Asset Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 6 quarters since.
  • Concorde Asset Management's iShares Gold Trust position peaked at $387K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.