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Evoke Wealth’s iShares Gold Trust IAU Stock Holding History

Evoke 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 		$18.2M Sell
205,916
-785
-0.4% -$72K 0.33% 42
2025
Q4 		$16.8M Hold
206,701
– – 0.31% 43
2025
Q3 		$15M Hold
206,701
– – 0.3% 44
2025
Q2 		$12.9M Sell
206,701
-1,003
-0.5% -$62.2K 0.29% 45
2025
Q1 		$12.2M Hold
207,704
– – 0.32% 42
2024
Q4 		$10.3M Sell
207,704
-16,517
-7% -$830K 0.29% 43
2024
Q3 		$11.1M Buy
+224,221
New +$10.5M 0.3% 44
2024
Q2 		– Sell
-230,098
Closed -$9.67M – 225
2024
Q1 		$9.67M Buy
230,098
+208,405
+961% +$8.17M 0.29% 46
2023
Q4 		$847K Sell
21,693
-181,744
-89% -$6.8M 1.37% 13
2023
Q3 		$7.12M Buy
203,437
+4,867
+2% +$178K 0.25% 45
2023
Q2 		$7.23M Sell
198,570
-2,362
-1% -$88.5K 0.25% 45
2023
Q1 		$7.51M Sell
200,932
-13,200
-6% -$474K 0.27% 41
2022
Q4 		$7.41M Buy
214,132
+17,035
+9% +$559K 0.27% 48
2022
Q3 		$6.21M Buy
197,097
+7,668
+4% +$251K 0.25% 47
2022
Q2 		$6.5M Buy
189,429
+46
+0% +$1.64K 0.24% 50
2022
Q1 		$6.97M Sell
189,383
-1
-0% -$36 0.23% 57
2021
Q4 		$6.59M Buy
189,384
+16,580
+10% +$567K 0.21% 62
2021
Q3 		$5.77M Sell
172,804
-407
-0.2% -$13.9K 0.22% 58
2021
Q2 		$5.84M Sell
173,211
-9,258
-5% -$320K 0.22% 61
2021
Q1 		$5.93M Sell
182,469
-181,932
-50% -$6.22M 0.27% 51
2020
Q4 		$13.2M Sell
364,401
-4,794
-1% -$172K 0.89% 17
2020
Q3 		$13.3M Buy
369,195
+139,030
+60% +$5.08M 1.08% 16
2020
Q2 		$7.82M Sell
230,165
-474
-0.2% -$15.5K 0.76% 19
2020
Q1 		$6.95M Sell
230,639
-643,772
-74% -$19.5M 0.99% 18
2019
Q4 		$25.4M Buy
874,411
+781,853
+845% +$22.2M 3.22% 5
2019
Q3 		$2.61M Buy
+92,558
New +$2.61M 0.32% 43

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

Evoke Wealth's IAU Position: Q1 2026 in Review

Evoke Wealth reduced its iShares Gold Trust (IAU) stake by 0.38% in Q1 2026, selling an estimated $72K and leaving 205,916 shares worth $18.2M. The position accounts for 0.33% of the portfolio, ranked #42.

Evoke Wealth first reported a position in IAU in Q3 2019 and has held it in 26 quarters since. The position peaked at $25.4M in Q4 2019. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Evoke Wealth held 205,916 shares of iShares Gold Trust worth $18.2M as of Q1 2026.
  • Evoke Wealth sold 785 iShares Gold Trust shares in Q1 2026, an estimated $72K.
  • iShares Gold Trust made up 0.33% of Evoke Wealth's portfolio in Q1 2026, its #42 holding.
  • Evoke Wealth first reported a position in iShares Gold Trust in Q3 2019 and has held it in 26 quarters since.
  • Evoke Wealth's iShares Gold Trust position peaked at $25.4M in Q4 2019.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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