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Curry Webb Wealth Management’s iShares Gold Trust IAU Stock Holding History

Curry Webb 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 		$427K Sell
4,842
-4,611
-49% -$423K 0.2% 50
2025
Q4 		$767K Buy
+9,453
New +$739K 0.38% 42

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Curry Webb Wealth Management's IAU Position: Q1 2026 in Review

Curry Webb Wealth Management reduced its iShares Gold Trust (IAU) stake by 49% in Q1 2026, selling an estimated $423K and leaving 4,842 shares worth $427K. The position accounts for 0.2% of the portfolio, ranked #50.

Curry Webb Wealth Management first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. The position peaked at $767K in Q4 2025. 1,966 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Curry Webb Wealth Management held 4,842 shares of iShares Gold Trust worth $427K as of Q1 2026.
  • Curry Webb Wealth Management sold 4,611 iShares Gold Trust shares in Q1 2026, an estimated $423K.
  • iShares Gold Trust made up 0.2% of Curry Webb Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Curry Webb Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's iShares Gold Trust position peaked at $767K in Q4 2025.
  • 1,966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.