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

EPG 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	$853K	Hold	9,670	–	–	0.23%	115
2025 Q4	$785K	Hold	9,670	–	–	0.21%	115
2025 Q3	$704K	Hold	9,670	–	–	0.19%	127
2025 Q2	$603K	Hold	9,670	–	–	0.18%	129
2025 Q1	$570K	Hold	9,670	–	–	0.16%	150
2024 Q4	$479K	Sell	9,670 -1,125	-10%	-$56.5K	0.13%	166
2024 Q3	$537K	Buy	+10,795	New	+$505K	0.14%	159
2024 Q2	–	Sell	-11,004	Closed	-$486K	–	175
2024 Q1	$462K	Hold	11,004	–	–	0.11%	176
2023 Q4	$415K	Hold	11,004	–	–	0.11%	174
2023 Q3	$385K	Hold	11,004	–	–	0.12%	170
2023 Q2	$400K	Hold	11,004	–	–	0.12%	166
2023 Q1	$411K	Hold	11,004	–	–	0.13%	155
2022 Q4	$381K	Hold	11,004	–	–	0.14%	132
2022 Q3	$347K	Hold	11,004	–	–	0.14%	140
2022 Q2	$378K	Hold	11,004	–	–	0.16%	131
2022 Q1	$405K	Buy	+11,004	New	+$393K	0.14%	139
2020 Q2	–	Sell	-1,969	Closed	-$59K	–	417
2020 Q1	$59K	Buy	1,969 +1,010	+105%	+$30.5K	0.04%	249
2019 Q4	$28K	Buy	+959	New	+$27.2K	0.02%	298

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

EPG Wealth Management held its iShares Gold Trust (IAU) position steady in Q1 2026 at 9,670 shares worth $853K. The position accounts for 0.23% of the portfolio, ranked #115.

EPG Wealth Management first reported a position in IAU in Q4 2019 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

EPG Wealth Management held 9,670 shares of iShares Gold Trust worth $853K as of Q1 2026.
EPG Wealth Management left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.23% of EPG Wealth Management's portfolio in Q1 2026, its #115 holding.
EPG Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and has held it in 18 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.