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Endowment Wealth Management’s iShares Gold Trust IAU Stock Holding History

Endowment Wealth Management’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 		$579K Sell
6,567
-1,777
-21% -$163K 0.26% 72
2025
Q4 		$677K Sell
8,344
-550
-6% -$43K 0.31% 67
2025
Q3 		$647K Sell
8,894
-29
-0.3% -$1.89K 0.29% 72
2025
Q2 		$556K Sell
8,923
-94
-1% -$5.83K 0.29% 72
2025
Q1 		$532K Sell
9,017
-313
-3% -$16.9K 0.34% 64
2024
Q4 		$462K Buy
9,330
+339
+4% +$17K 0.31% 69
2024
Q3 		$447K Buy
8,991
+56
+0.6% +$2.62K 0.29% 70
2024
Q2 		$393K Sell
8,935
-146
-2% -$6.45K 0.29% 72
2024
Q1 		$381K Sell
9,081
-40
-0.4% -$1.57K 0.29% 77
2023
Q4 		$356K Buy
9,121
+53
+0.6% +$1.98K 0.3% 75
2023
Q3 		$317K Buy
9,068
+70
+0.8% +$2.55K 0.28% 87
2023
Q2 		$327K Buy
8,998
+29
+0.3% +$1.09K 0.3% 87
2023
Q1 		$333K Buy
8,969
+730
+9% +$26.2K 0.33% 74
2022
Q4 		$285K Sell
8,239
-138
-2% -$4.53K 0.31% 79
2022
Q3 		$264K Buy
8,377
+107
+1% +$3.51K 0.32% 80
2022
Q2 		$284K Buy
8,270
+89
+1% +$3.17K 0.34% 75
2022
Q1 		$301K Buy
+8,181
New +$292K 0.32% 75

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

Endowment Wealth Management's IAU Position: Q1 2026 in Review

Endowment Wealth Management reduced its iShares Gold Trust (IAU) stake by 21% in Q1 2026, selling an estimated $163K and leaving 6,567 shares worth $579K. The position accounts for 0.26% of the portfolio, ranked #72.

Endowment Wealth Management first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $677K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Endowment Wealth Management held 6,567 shares of iShares Gold Trust worth $579K as of Q1 2026.
  • Endowment Wealth Management sold 1,777 iShares Gold Trust shares in Q1 2026, an estimated $163K.
  • iShares Gold Trust made up 0.26% of Endowment Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Endowment Wealth Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Endowment Wealth Management's iShares Gold Trust position peaked at $677K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Endowment Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.