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CreativeOne Wealth’s iShares Gold Trust IAU Stock Holding History

CreativeOne 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 		$13.3M Sell
151,302
-151,936
-50% -$13.9M 0.31% 62
2025
Q4 		$24.6M Sell
303,238
-25,321
-8% -$1.98M 0.6% 35
2025
Q3 		$23.9M Buy
328,559
+68,648
+26% +$4.48M 0.58% 37
2025
Q2 		$16.2M Sell
259,911
-3,354
-1% -$208K 0.42% 47
2025
Q1 		$15.5M Buy
263,265
+112,911
+75% +$6.11M 0.46% 44
2024
Q4 		$7.44M Buy
150,354
+113,139
+304% +$5.69M 0.23% 87
2024
Q3 		$1.85M Buy
37,215
+7,358
+25% +$344K 0.06% 286
2024
Q2 		$1.31M Buy
29,857
+888
+3% +$39.2K 0.07% 267
2024
Q1 		$1.22M Buy
28,969
+6,356
+28% +$249K 0.05% 332
2023
Q4 		$882K Buy
22,613
+1,564
+7% +$58.5K 0.06% 272
2023
Q3 		$737K Sell
21,049
-7,829
-27% -$286K 0.05% 277
2023
Q2 		$1.05M Sell
28,878
-844
-3% -$31.6K 0.05% 322
2023
Q1 		$1.11M Buy
29,722
+9,627
+48% +$345K 0.05% 286
2022
Q4 		$695K Sell
20,095
-3,964
-16% -$130K 0.04% 349
2022
Q3 		$759K Sell
24,059
-47,798
-67% -$1.57M 0.05% 316
2022
Q2 		$2.47M Sell
71,857
-1,373
-2% -$48.8K 0.13% 125
2022
Q1 		$2.7M Buy
73,230
+1,270
+2% +$45.4K 0.14% 117
2021
Q4 		$2.5M Sell
71,960
-11,066
-13% -$378K 0.12% 136
2021
Q3 		$2.77M Buy
83,026
+4,032
+5% +$137K 0.16% 118
2021
Q2 		$2.66M Buy
78,994
+18,086
+30% +$625K 0.16% 123
2021
Q1 		$1.98M Buy
60,908
+19,865
+48% +$679K 0.15% 122
2020
Q4 		$1.49M Buy
41,043
+13,592
+50% +$486K 0.12% 135
2020
Q3 		$988K Buy
27,451
+10,776
+65% +$394K 0.14% 101
2020
Q2 		$567K Buy
+16,675
New +$546K 0.09% 118

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

CreativeOne Wealth's IAU Position: Q1 2026 in Review

CreativeOne Wealth reduced its iShares Gold Trust (IAU) stake by 50% in Q1 2026, selling an estimated $13.9M and leaving 151,302 shares worth $13.3M. The position accounts for 0.31% of the portfolio, ranked #62.

CreativeOne Wealth first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. The position peaked at $24.6M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • CreativeOne Wealth held 151,302 shares of iShares Gold Trust worth $13.3M as of Q1 2026.
  • CreativeOne Wealth sold 151,936 iShares Gold Trust shares in Q1 2026, an estimated $13.9M.
  • iShares Gold Trust made up 0.31% of CreativeOne Wealth's portfolio in Q1 2026, its #62 holding.
  • CreativeOne Wealth first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • CreativeOne Wealth's iShares Gold Trust position peaked at $24.6M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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