EI
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Ellevest Inc’s iShares Gold Trust IAU Stock Holding History

Ellevest Inc’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 		$266K Hold
3,018
– – 0.04% 346
2025
Q4 		$245K Hold
3,018
– – 0.03% 369
2025
Q3 		$220K Buy
+3,018
New +$197K 0.03% 400
2023
Q2 		– Sell
-916
Closed -$34.2K – 936
2023
Q1 		$34.2K Sell
916
-471
-34% -$16.9K ﹤0.01% 707
2022
Q4 		$48K Buy
1,387
+587
+73% +$19.3K ﹤0.01% 613
2022
Q3 		$25K Sell
800
-822
-51% -$26.9K ﹤0.01% 758
2022
Q2 		$56K Sell
1,622
-75
-4% -$2.67K 0.01% 542
2022
Q1 		$63K Buy
1,697
+75
+5% +$2.68K 0.01% 482
2021
Q4 		$56K Sell
1,622
-110
-6% -$3.76K 0.01% 488
2021
Q3 		$58K Sell
1,732
-255
-13% -$8.69K 0.01% 453
2021
Q2 		$67K Buy
1,987
+414
+26% +$14.3K 0.01% 428
2021
Q1 		$51K Hold
1,573
– – 0.01% 470
2020
Q4 		$57K Buy
1,573
+750
+91% +$26.8K 0.01% 429
2020
Q3 		$30K Sell
823
-255
-24% -$9.31K 0.01% 454
2020
Q2 		$37K Buy
1,078
+255
+31% +$8.36K 0.01% 404
2020
Q1 		$25K Hold
823
– – 0.01% 388
2019
Q4 		$24K Sell
823
-134
-14% -$3.8K 0.01% 382
2019
Q3 		$27K Buy
957
+134
+16% +$3.78K 0.01% 161
2019
Q2 		$22K Sell
823
-1,459
-64% -$36.6K 0.01% 190
2019
Q1 		$57K Buy
2,282
+1,144
+101% +$28.6K 0.03% 85
2018
Q4 		$28K Buy
+1,138
New +$26.8K 0.01% 236

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

Ellevest Inc's IAU Position: Q1 2026 in Review

Ellevest Inc held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,018 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #346.

Ellevest Inc first reported a position in IAU in Q4 2018 and has held it in 21 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Ellevest Inc held 3,018 shares of iShares Gold Trust worth $266K as of Q1 2026.
  • Ellevest Inc left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.04% of Ellevest Inc's portfolio in Q1 2026, its #346 holding.
  • Ellevest Inc first reported a position in iShares Gold Trust in Q4 2018 and has held it in 21 quarters since.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.