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Coppell Advisory Solutions’s iShares Gold Trust IAU Stock Holding History

Coppell Advisory Solutions’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
-19,068
Closed -$1.56M – 176
2025
Q4 		$1.56M Sell
19,068
-2,002
-10% -$157K 0.15% 136
2025
Q3 		$1.52M Sell
21,070
-5,136
-20% -$335K 0.16% 136
2025
Q2 		$1.62M Buy
26,206
+3,403
+15% +$211K 0.19% 118
2025
Q1 		$2.01M Buy
22,803
+20,145
+758% +$1.09M 0.28% 79
2024
Q4 		$131K Buy
2,658
+2,225
+514% +$112K 0.02% 366
2024
Q3 		$21.7K Sell
433
-874
-67% -$40.9K ﹤0.01% 841
2024
Q2 		$57.4K Buy
+1,307
New +$57.8K 0.01% 463
2023
Q4 		$192K Buy
4,924
+4,759
+2,884% +$178K 0.04% 271
2023
Q3 		$5.71K Sell
165
-69
-29% -$2.52K ﹤0.01% 697
2023
Q2 		$8.45K Buy
+234
New +$8.77K ﹤0.01% 733
2023
Q1 		– Sell
-165
Closed -$5.71K – 613
2022
Q4 		$5.71K Buy
+165
New +$5.42K ﹤0.01% 701

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

Coppell Advisory Solutions's IAU Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 19,068 shares — an estimated $1.56M sold.

Coppell Advisory Solutions first reported a position in IAU in Q4 2022 and held it in 11 quarters. The position peaked at $2.01M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 19,068 iShares Gold Trust shares in Q1 2026, an estimated $1.56M.
  • Coppell Advisory Solutions first reported a position in iShares Gold Trust in Q4 2022 and held it in 11 quarters.
  • Coppell Advisory Solutions's iShares Gold Trust position peaked at $2.01M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.