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Diversified Enterprises’s iShares Gold Trust IAU Stock Holding History

Diversified Enterprises’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 		$315K Sell
3,574
-135
-4% -$12.4K 0.02% 309
2025
Q4 		$301K Hold
3,709
– – 0.02% 296
2025
Q3 		$270K Buy
3,709
+26
+0.7% +$1.7K 0.02% 258
2025
Q2 		$230K Buy
3,683
+163
+5% +$10.1K 0.02% 281
2025
Q1 		$208K Buy
+3,520
New +$190K 0.02% 290

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

Diversified Enterprises's IAU Position: Q1 2026 in Review

Diversified Enterprises reduced its iShares Gold Trust (IAU) stake by 3.6% in Q1 2026, selling an estimated $12.4K and leaving 3,574 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #309.

Diversified Enterprises first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Diversified Enterprises held 3,574 shares of iShares Gold Trust worth $315K as of Q1 2026.
  • Diversified Enterprises sold 135 iShares Gold Trust shares in Q1 2026, an estimated $12.4K.
  • iShares Gold Trust made up 0.02% of Diversified Enterprises's portfolio in Q1 2026, its #309 holding.
  • Diversified Enterprises first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Diversified Enterprises's 13F filing for Q1 2026, filed 15 May 2026.