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Endeavor Private Wealth’s iShares Gold Trust IAU Stock Holding History

Endeavor Private 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 		$2.08M Sell
23,615
-16,224
-41% -$1.49M 0.6% 54
2025
Q4 		$3.23M Buy
39,839
+10,194
+34% +$797K 0.93% 33
2025
Q3 		$2.16M Buy
29,645
+9,906
+50% +$646K 0.67% 48
2025
Q2 		$1.23M Sell
19,739
-5,157
-21% -$320K 0.58% 48
2025
Q1 		$1.47M Buy
24,896
+16,119
+184% +$872K 0.8% 37
2024
Q4 		$435K Buy
+8,777
New +$441K 0.41% 40

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

Endeavor Private Wealth's IAU Position: Q1 2026 in Review

Endeavor Private Wealth reduced its iShares Gold Trust (IAU) stake by 41% in Q1 2026, selling an estimated $1.49M and leaving 23,615 shares worth $2.08M. The position accounts for 0.6% of the portfolio, ranked #54.

Endeavor Private Wealth first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.23M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Endeavor Private Wealth held 23,615 shares of iShares Gold Trust worth $2.08M as of Q1 2026.
  • Endeavor Private Wealth sold 16,224 iShares Gold Trust shares in Q1 2026, an estimated $1.49M.
  • iShares Gold Trust made up 0.6% of Endeavor Private Wealth's portfolio in Q1 2026, its #54 holding.
  • Endeavor Private Wealth first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Endeavor Private Wealth's iShares Gold Trust position peaked at $3.23M in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.