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Evolution Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Evolution Wealth Advisors’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 		$925K Buy
10,497
+1,620
+18% +$149K 0.09% 80
2025
Q4 		$721K Buy
8,877
+2
+0% +$156 0.07% 83
2025
Q3 		$646K Buy
8,875
+135
+2% +$8.81K 0.09% 89
2025
Q2 		$545K Buy
8,740
+1,165
+15% +$72.2K 0.08% 97
2025
Q1 		$447K Buy
7,575
+490
+7% +$26.5K 0.07% 95
2024
Q4 		$351K Buy
7,085
+2,895
+69% +$145K 0.06% 104
2024
Q3 		$208K Buy
+4,190
New +$196K 0.04% 127
2024
Q1 		– Sell
-8,075
Closed -$315K – 138
2023
Q4 		$315K Hold
8,075
– – 0.06% 95
2023
Q3 		$283K Sell
8,075
-110
-1% -$4.01K 0.06% 98
2023
Q2 		$298K Hold
8,185
– – 0.07% 90
2023
Q1 		$306K Sell
8,185
-580
-7% -$20.8K 0.07% 93
2022
Q4 		$303K Sell
8,765
-685
-7% -$22.5K 0.08% 97
2022
Q3 		$298K Hold
9,450
– – 0.08% 88
2022
Q2 		$324K Hold
9,450
– – 0.08% 83
2022
Q1 		$348K Hold
9,450
– – 0.07% 84
2021
Q4 		$329 Buy
+9,450
New +$323K 0.05% 90
2021
Q3 		– Sell
-500
Closed -$17K – 674
2021
Q2 		$17K Hold
500
– – ﹤0.01% 327
2021
Q1 		$16K Sell
500
-4,188
-89% -$143K ﹤0.01% 331
2020
Q4 		$170K Hold
4,688
– – 0.04% 108
2020
Q3 		$169K Sell
4,688
-8,437
-64% -$308K 0.05% 110
2020
Q2 		$446K Sell
13,125
-875
-6% -$28.7K 0.15% 56
2020
Q1 		$422K Buy
14,000
+2,565
+22% +$77.5K 0.17% 44
2019
Q4 		$332K Buy
+11,435
New +$324K 0.08% 57
2019
Q1 		– Sell
-8,168
Closed -$201K – 121
2018
Q4 		$201K Buy
+8,168
New +$192K 0.09% 56

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

Evolution Wealth Advisors's IAU Position: Q1 2026 in Review

Evolution Wealth Advisors increased its iShares Gold Trust (IAU) stake by 18% in Q1 2026, buying an estimated $149K and bringing the position to 10,497 shares worth $925K. The position accounts for 0.09% of the portfolio, ranked #80.

Evolution Wealth Advisors first reported a position in IAU in Q4 2018 and has held it in 24 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Evolution Wealth Advisors held 10,497 shares of iShares Gold Trust worth $925K as of Q1 2026.
  • Evolution Wealth Advisors bought 1,620 iShares Gold Trust shares in Q1 2026, an estimated $149K.
  • iShares Gold Trust made up 0.09% of Evolution Wealth Advisors's portfolio in Q1 2026, its #80 holding.
  • Evolution Wealth Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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