Empower Advisory Group
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Empower Advisory Group’s iShares Gold Trust IAU Stock Holding History

Empower Advisory Group’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
Q3 		$398M Sell
5,094,382
-143,372
-3% -$11.5M 0.94% 26
2026
Q2 		$396M Sell
5,237,754
-166,406
-3% -$14.1M 0.94% 25
2026
Q1 		$476M Sell
5,404,160
-116,118
-2% -$10.7M 1.24% 20
2025
Q4 		$448M Sell
5,520,278
-350,792
-6% -$27.4M 1.21% 23
2025
Q3 		$427M Sell
5,871,070
-158,647
-3% -$10.3M 1.18% 23
2025
Q2 		$376M Sell
6,029,717
-7,265,956
-55% -$450M 1.13% 23
2025
Q1 		$784M Sell
13,295,673
-597,339
-4% -$32.3M 2.56% 9
2024
Q4 		$688M Sell
13,893,012
-1,028,719
-7% -$51.7M 2.32% 9
2024
Q3 		$742M Buy
14,921,731
+111,210
+0.8% +$5.21M 2.51% 8
2024
Q2 		$651M Sell
14,810,521
-71,149
-0.5% -$3.14M 2.42% 9
2024
Q1 		$625M Buy
14,881,670
+125,739
+0.9% +$4.93M 2.34% 8
2023
Q4 		$576M Buy
14,755,931
+398,583
+3% +$14.9M 2.27% 11
2023
Q3 		$502M Buy
14,357,348
+366,559
+3% +$13.4M 2.22% 10
2023
Q2 		$509M Buy
13,990,789
+174,550
+1% +$6.54M 2.2% 11
2023
Q1 		$520M Buy
+13,816,239
New +$496M 2.34% 8

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Empower Advisory Group's IAU Position: Q3 2026 in Review

Empower Advisory Group reduced its iShares Gold Trust (IAU) stake by 2.7% in Q3 2026, selling an estimated $11.5M and leaving 5,094,382 shares worth $398M. The position accounts for 0.94% of the portfolio, ranked #26.

Empower Advisory Group first reported a position in IAU in Q1 2023 and has held it in 15 quarters since. The position peaked at $784M in Q1 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Empower Advisory Group held 5,094,382 shares of iShares Gold Trust worth $398M as of Q3 2026.
  • Empower Advisory Group sold 143,372 iShares Gold Trust shares in Q3 2026, an estimated $11.5M.
  • iShares Gold Trust made up 0.94% of Empower Advisory Group's portfolio in Q3 2026, its #26 holding.
  • Empower Advisory Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 15 quarters since.
  • Empower Advisory Group's iShares Gold Trust position peaked at $784M in Q1 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Empower Advisory Group's 13F filing for Q3 2026, filed 13 Nov 2026.