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Continuum Advisory’s iShares Gold Trust IAU Stock Holding History

Continuum Advisory’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 		$1.11M Sell
12,553
-1,353
-10% -$124K 0.11% 183
2025
Q4 		$1.13M Buy
13,906
+8,969
+182% +$701K 0.11% 171
2025
Q3 		$359K Buy
4,937
+793
+19% +$51.7K 0.04% 326
2025
Q2 		$258K Sell
4,144
-678
-14% -$42K 0.03% 367
2025
Q1 		$284K Buy
4,822
+846
+21% +$45.8K 0.04% 330
2024
Q4 		$197K Buy
3,976
+58
+1% +$2.91K 0.03% 391
2024
Q3 		$190K Buy
3,918
+797
+26% +$37.3K 0.02% 402
2024
Q2 		$137K Buy
3,121
+11
+0.4% +$486 0.02% 437
2024
Q1 		$138K Buy
+3,110
New +$122K 0.02% 429
2021
Q1 		– Sell
-8,642
Closed -$313K – 174
2020
Q4 		$313K Sell
8,642
-836
-9% -$29.9K 0.14% 117
2020
Q3 		$344K Buy
9,478
+197
+2% +$7.19K 0.19% 107
2020
Q2 		$314K Buy
9,281
+2,125
+30% +$69.6K 0.2% 102
2020
Q1 		$217K Buy
7,156
+815
+13% +$24.6K 0.15% 122
2019
Q4 		$184K Sell
6,341
-3,001
-32% -$85.1K 0.11% 130
2019
Q3 		$265K Sell
9,342
-271
-3% -$7.64K 0.18% 104
2019
Q2 		$255K Sell
9,613
-4,521
-32% -$113K 0.18% 103
2019
Q1 		$348K Sell
14,134
-4,494
-24% -$112K 0.26% 92
2018
Q4 		$458K Sell
18,628
-1,474
-7% -$34.7K 0.34% 78
2018
Q3 		$458K Buy
20,102
+2,747
+16% +$63.8K 0.3% 77
2018
Q2 		$417K Buy
17,355
+6,866
+65% +$172K 0.31% 80
2018
Q1 		$267K Buy
10,489
+1,390
+15% +$35.5K 0.22% 110
2017
Q4 		$228K Buy
9,099
+983
+12% +$24.1K 0.17% 151
2017
Q3 		$200K Buy
8,116
+577
+8% +$14.2K 0.18% 148
2017
Q2 		$180K Buy
7,539
+1,796
+31% +$43.5K 0.18% 137
2017
Q1 		$138K Buy
+5,743
New +$135K 0.17% 114

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

Continuum Advisory's IAU Position: Q1 2026 in Review

Continuum Advisory reduced its iShares Gold Trust (IAU) stake by 9.7% in Q1 2026, selling an estimated $124K and leaving 12,553 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #183.

Continuum Advisory first reported a position in IAU in Q1 2017 and has held it in 25 quarters since. The position peaked at $1.13M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Continuum Advisory held 12,553 shares of iShares Gold Trust worth $1.11M as of Q1 2026.
  • Continuum Advisory sold 1,353 iShares Gold Trust shares in Q1 2026, an estimated $124K.
  • iShares Gold Trust made up 0.11% of Continuum Advisory's portfolio in Q1 2026, its #183 holding.
  • Continuum Advisory first reported a position in iShares Gold Trust in Q1 2017 and has held it in 25 quarters since.
  • Continuum Advisory's iShares Gold Trust position peaked at $1.13M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.