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Evergreen Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

Evergreen Wealth Solutions’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 		$301K Buy
3,412
+913
+37% +$83.7K 0.02% 331
2025
Q4 		$203K Buy
+2,499
New +$195K 0.03% 212

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

Evergreen Wealth Solutions's IAU Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its iShares Gold Trust (IAU) stake by 37% in Q1 2026, buying an estimated $83.7K and bringing the position to 3,412 shares worth $301K. The position accounts for 0.02% of the portfolio, ranked #331.

Evergreen Wealth Solutions first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Evergreen Wealth Solutions held 3,412 shares of iShares Gold Trust worth $301K as of Q1 2026.
  • Evergreen Wealth Solutions bought 913 iShares Gold Trust shares in Q1 2026, an estimated $83.7K.
  • iShares Gold Trust made up 0.02% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #331 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.