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
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

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

Empower Advisory Group's IAU Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares Gold Trust (IAU) stake by 2.1% in Q1 2026, selling an estimated $10.7M and leaving 5,404,160 shares worth $476M. The position accounts for 1.24% of the portfolio, ranked #20.

Empower Advisory Group first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $784M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Empower Advisory Group held 5,404,160 shares of iShares Gold Trust worth $476M as of Q1 2026.
  • Empower Advisory Group sold 116,118 iShares Gold Trust shares in Q1 2026, an estimated $10.7M.
  • iShares Gold Trust made up 1.24% of Empower Advisory Group's portfolio in Q1 2026, its #20 holding.
  • Empower Advisory Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares Gold Trust position peaked at $784M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.