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Contango Wealth Management’s iShares Gold Trust IAU Stock Holding History

Contango Wealth 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 		$1.66M Buy
18,787
+10,826
+136% +$993K 1.94% 15
2025
Q4 		$646K Buy
+7,961
New +$623K 0.72% 24

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 $424B AUM 22.96% 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 $303B AUM 53.02% 1-Year Est. Return

Contango Wealth Management's IAU Position: Q1 2026 in Review

Contango Wealth Management increased its iShares Gold Trust (IAU) stake by 136% in Q1 2026, buying an estimated $993K and bringing the position to 18,787 shares worth $1.66M. The position accounts for 1.94% of the portfolio, ranked #15.

Contango Wealth Management first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,964 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Contango Wealth Management held 18,787 shares of iShares Gold Trust worth $1.66M as of Q1 2026.
  • Contango Wealth Management bought 10,826 iShares Gold Trust shares in Q1 2026, an estimated $993K.
  • iShares Gold Trust made up 1.94% of Contango Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Contango Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Contango Wealth Management's 13F filing for Q1 2026, filed 9 Jun 2026.