Element Wealth’s iShares Gold Trust IAU Stock Holding History

Element 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	$250K	Sell	2,832 -6	-0.2%	-$550	0.1%	179
2025 Q4	$230K	Sell	2,838 -11	-0.4%	-$860	0.1%	186
2025 Q3	$207K	Buy	+2,849	New	+$186K	0.09%	186

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Element Wealth's IAU Position: Q1 2026 in Review

Element Wealth reduced its iShares Gold Trust (IAU) stake by 0.21% in Q1 2026, selling an estimated $550 and leaving 2,832 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #179.

Element Wealth first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Element Wealth held 2,832 shares of iShares Gold Trust worth $250K as of Q1 2026.
Element Wealth sold 6 iShares Gold Trust shares in Q1 2026, an estimated $550.
iShares Gold Trust made up 0.1% of Element Wealth's portfolio in Q1 2026, its #179 holding.
Element Wealth first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.