FWI
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Facet Wealth Inc’s iShares Gold Trust IAU Stock Holding History

Facet Wealth Inc’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 		$690K Buy
7,827
+2,442
+45% +$224K 0.01% 137
2025
Q4 		$545K Buy
5,385
+2,208
+69% +$173K 0.01% 144
2025
Q3 		$231K Buy
+3,177
New +$207K ﹤0.01% 199
2025
Q2 		– Sell
-5,048
Closed -$317K – 176
2025
Q1 		$317K Sell
5,048
-1,106
-18% -$59.8K 0.01% 105
2024
Q4 		$332K Sell
6,154
-116
-2% -$5.83K 0.01% 105
2024
Q3 		$324K Sell
6,270
-2,919
-32% -$137K 0.01% 107
2024
Q2 		$418K Buy
9,189
+3,050
+50% +$135K 0.01% 92
2024
Q1 		$270K Buy
+6,139
New +$241K 0.01% 99
2022
Q4 		– Sell
-6,409
Closed -$204K – 69
2022
Q3 		$204K Buy
6,409
+263
+4% +$8.62K 0.02% 66
2022
Q2 		$211K Buy
+6,146
New +$219K 0.02% 65

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

Facet Wealth Inc's IAU Position: Q1 2026 in Review

Facet Wealth Inc increased its iShares Gold Trust (IAU) stake by 45% in Q1 2026, buying an estimated $224K and bringing the position to 7,827 shares worth $690K. The position accounts for 0.01% of the portfolio, ranked #137.

Facet Wealth Inc first reported a position in IAU in Q2 2022 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Facet Wealth Inc held 7,827 shares of iShares Gold Trust worth $690K as of Q1 2026.
  • Facet Wealth Inc bought 2,442 iShares Gold Trust shares in Q1 2026, an estimated $224K.
  • iShares Gold Trust made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #137 holding.
  • Facet Wealth Inc first reported a position in iShares Gold Trust in Q2 2022 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.