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

Evermay 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 		$1.46M Sell
16,608
-67
-0.4% -$6.15K 0.16% 59
2025
Q4 		$1.35M Sell
16,675
-335
-2% -$26.2K 0.15% 63
2025
Q3 		$1.24M Sell
17,010
-150
-0.9% -$9.79K 0.14% 72
2025
Q2 		$1.07M Buy
17,160
+29
+0.2% +$1.8K 0.13% 77
2025
Q1 		$1.01M Sell
17,131
-53,673
-76% -$2.9M 0.13% 78
2024
Q4 		$3.51M Sell
70,804
-238
-0.3% -$12K 0.53% 28
2024
Q3 		$3.53M Hold
71,042
– – 0.57% 27
2024
Q2 		$3.12M Hold
71,042
– – 0.5% 29
2024
Q1 		$2.98M Buy
+71,042
New +$2.78M 0.45% 30
2023
Q1 		– Sell
-10
Closed -$346 – 565
2022
Q4 		$346 Buy
+10
New +$328 ﹤0.01% 534
2022
Q1 		– Sell
-232
Closed -$8K – 549
2021
Q4 		$8K Hold
232
– – ﹤0.01% 417
2021
Q3 		$8K Hold
232
– – ﹤0.01% 396
2021
Q2 		$8K Buy
+232
New +$8.02K ﹤0.01% 419

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

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

Evermay Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.4% in Q1 2026, selling an estimated $6.15K and leaving 16,608 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #59.

Evermay Wealth Management first reported a position in IAU in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.53M in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Evermay Wealth Management held 16,608 shares of iShares Gold Trust worth $1.46M as of Q1 2026.
  • Evermay Wealth Management sold 67 iShares Gold Trust shares in Q1 2026, an estimated $6.15K.
  • iShares Gold Trust made up 0.16% of Evermay Wealth Management's portfolio in Q1 2026, its #59 holding.
  • Evermay Wealth Management first reported a position in iShares Gold Trust in Q2 2021 and has held it in 13 quarters since.
  • Evermay Wealth Management's iShares Gold Trust position peaked at $3.53M in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.