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F/M Investments’s iShares Gold Trust IAU Stock Holding History

F/M Investments’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 		– Sell
-59,536
Closed -$4.83M – 381
2025
Q4 		$4.83M Sell
59,536
-96
-0.2% -$7.51K 0.18% 136
2025
Q3 		$4.34M Buy
59,632
+162
+0.3% +$10.6K 0.17% 151
2025
Q2 		$3.71M Sell
59,470
-16,556
-22% -$1.03M 0.13% 165
2025
Q1 		$4.48M Hold
76,026
– – 0.18% 121
2024
Q4 		$3.76M Sell
76,026
-20,664
-21% -$1.04M 0.14% 150
2024
Q3 		$4.81M Hold
96,690
– – 0.15% 169
2024
Q2 		$4.25M Buy
+96,690
New +$4.27M 0.15% 171

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

F/M Investments's IAU Position: Q1 2026 in Review

F/M Investments sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 59,536 shares — an estimated $4.83M sold.

F/M Investments first reported a position in IAU in Q2 2024 and held it in 7 quarters. The position peaked at $4.83M in Q4 2025. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • F/M Investments reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 59,536 iShares Gold Trust shares in Q1 2026, an estimated $4.83M.
  • F/M Investments first reported a position in iShares Gold Trust in Q2 2024 and held it in 7 quarters.
  • F/M Investments's iShares Gold Trust position peaked at $4.83M in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.