Corient Private Wealth
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Corient Private Wealth’s iShares Gold Trust IAU Stock Holding History

Corient Private Wealth’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 		$31.4M Sell
604,035
-755,061
-56% -$69.3M 0.04% 311
2025
Q4 		$110M Buy
1,359,096
+647,059
+91% +$50.6M 0.07% 231
2025
Q3 		$51.8M Buy
712,037
+109,767
+18% +$7.16M 0.08% 223
2025
Q2 		$59.9M Buy
602,270
+259,191
+76% +$16.1M 0.08% 208
2025
Q1 		$20.2M Sell
343,079
-698,610
-67% -$37.8M 0.03% 390
2024
Q4 		$17.3M Buy
1,041,689
+17,239
+2% +$866K 0.03% 416
2024
Q3 		$50.9M Buy
1,024,450
+7,609
+0.7% +$356K 0.08% 239
2024
Q2 		$44.7M Buy
1,016,841
+5,238
+0.5% +$231K 0.08% 241
2024
Q1 		$42.5M Buy
1,011,603
+26,764
+3% +$1.05M 0.08% 249
2023
Q4 		$38.4M Buy
984,839
+108,350
+12% +$4.05M 0.07% 264
2023
Q3 		$30.7M Buy
876,489
+51,973
+6% +$1.9M 0.07% 275
2023
Q2 		$30M Buy
824,516
+31,734
+4% +$1.19M 0.07% 268
2023
Q1 		$29.6M Sell
792,782
-782
-0.1% -$28.1K 0.08% 237
2022
Q4 		$27.4M Buy
+793,564
New +$26.1M 0.1% 220

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

Corient Private Wealth's IAU Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Gold Trust (IAU) stake by 56% in Q1 2026, selling an estimated $69.3M and leaving 604,035 shares worth $31.4M. The position accounts for 0.04% of the portfolio, ranked #311.

Corient Private Wealth first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $110M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Corient Private Wealth held 604,035 shares of iShares Gold Trust worth $31.4M as of Q1 2026.
  • Corient Private Wealth sold 755,061 iShares Gold Trust shares in Q1 2026, an estimated $69.3M.
  • iShares Gold Trust made up 0.04% of Corient Private Wealth's portfolio in Q1 2026, its #311 holding.
  • Corient Private Wealth first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Gold Trust position peaked at $110M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.