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E Fund Management’s iShares Gold Trust IAU Stock Holding History

E Fund 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 		$13.2M Buy
+149,964
New +$13.8M 0.39% 47
2025
Q2 		$23.8M Buy
382,228
+317,913
+494% +$19.7M 1.14% 15
2025
Q1 		$3.79M Sell
64,315
-2,958
-4% -$160K 0.18% 78
2024
Q4 		$3.33M Sell
67,273
-9,402
-12% -$472K 0.17% 73
2024
Q3 		$3.81M Sell
76,675
-10,369
-12% -$485K 0.2% 54
2024
Q2 		$3.82M Buy
87,044
+11,720
+16% +$518K 0.21% 45
2024
Q1 		$3.16M Sell
75,324
-13,234
-15% -$519K 0.2% 58
2023
Q4 		$3.46M Sell
88,558
-4,075
-4% -$152K 0.22% 41
2023
Q3 		$3.24M Buy
+92,633
New +$3.38M 0.25% 35
2023
Q2 		– Sell
-92,405
Closed -$3.45M – 325
2023
Q1 		$3.45M Sell
92,405
-13,443
-13% -$482K 0.25% 40
2022
Q4 		$3.66M Hold
105,848
– – 0.3% 37
2022
Q3 		$3.34M Sell
105,848
-11,748
-10% -$385K 0.31% 42
2022
Q2 		$4.04M Sell
117,596
-17,114
-13% -$609K 0.37% 38
2022
Q1 		$4.96M Sell
134,710
-8,633
-6% -$308K 0.16% 36
2021
Q4 		$4.99M Sell
143,343
-4,588
-3% -$157K 0.18% 49
2021
Q3 		$4.94M Buy
+147,931
New +$5.04M 0.21% 42
2021
Q1 		$5.41M Buy
+166,294
New +$5.68M 0.44% 34

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

E Fund Management's IAU Position: Q1 2026 in Review

E Fund Management opened a new position in iShares Gold Trust (IAU) in Q1 2026: 149,964 shares worth $13.2M. The stake represents 0.39% of the portfolio and ranks #47 among its holdings. This is a return to the name: E Fund Management previously reported a position in IAU as recently as Q2 2025.

E Fund Management first reported a position in IAU in Q1 2021 and has held it in 17 quarters since. The position peaked at $23.8M in Q2 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • E Fund Management held 149,964 shares of iShares Gold Trust worth $13.2M as of Q1 2026.
  • iShares Gold Trust was a new E Fund Management position in Q1 2026.
  • iShares Gold Trust made up 0.39% of E Fund Management's portfolio in Q1 2026, its #47 holding.
  • E Fund Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 17 quarters since.
  • E Fund Management's iShares Gold Trust position peaked at $23.8M in Q2 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.