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Fiduciary Alliance’s iShares Gold Trust IAU Stock Holding History

Fiduciary Alliance’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 		$740K Buy
8,201
+3,627
+79% +$333K 0.04% 308
2025
Q4 		$371K Sell
4,574
-75
-2% -$5.87K 0.02% 384
2025
Q3 		$338K Hold
4,649
– – 0.02% 397
2025
Q2 		$290K Buy
4,649
+13
+0.3% +$806 0.02% 398
2025
Q1 		$273K Buy
+4,636
New +$251K 0.03% 329
2023
Q3 		– Sell
-1,692
Closed -$61.6K – 508
2023
Q2 		$61.6K Buy
+1,692
New +$63.4K 0.01% 284
2023
Q1 		– Sell
-1,042
Closed -$36K – 453
2022
Q4 		$36K Buy
+1,042
New +$34.2K 0.01% 255

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

Fiduciary Alliance's IAU Position: Q1 2026 in Review

Fiduciary Alliance increased its iShares Gold Trust (IAU) stake by 79% in Q1 2026, buying an estimated $333K and bringing the position to 8,201 shares worth $740K. The position accounts for 0.04% of the portfolio, ranked #308.

Fiduciary Alliance first reported a position in IAU in Q4 2022 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Fiduciary Alliance held 8,201 shares of iShares Gold Trust worth $740K as of Q1 2026.
  • Fiduciary Alliance bought 3,627 iShares Gold Trust shares in Q1 2026, an estimated $333K.
  • iShares Gold Trust made up 0.04% of Fiduciary Alliance's portfolio in Q1 2026, its #308 holding.
  • Fiduciary Alliance first reported a position in iShares Gold Trust in Q4 2022 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.