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Fiduciary Family Office’s iShares Gold Trust IAU Stock Holding History

Fiduciary Family Office’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 		$463K Hold
5,249
– – 0.13% 107
2025
Q4 		$426K Hold
5,249
– – 0.12% 118
2025
Q3 		$382K Hold
5,249
– – 0.11% 138
2025
Q2 		$327K Hold
5,249
– – 0.11% 144
2025
Q1 		$309K Buy
+5,249
New +$284K 0.1% 154
2024
Q4 		– Sell
-5,249
Closed -$261K – 153
2024
Q3 		$261K Hold
5,249
– – 0.09% 176
2024
Q2 		$231K Hold
5,249
– – 0.09% 181
2024
Q1 		$221K Hold
5,249
– – 0.09% 196
2023
Q4 		$205K Buy
+5,249
New +$196K 0.09% 209

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 Family Office's IAU Position: Q1 2026 in Review

Fiduciary Family Office held its iShares Gold Trust (IAU) position steady in Q1 2026 at 5,249 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #107.

Fiduciary Family Office first reported a position in IAU in Q4 2023 and has held it in 9 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Fiduciary Family Office held 5,249 shares of iShares Gold Trust worth $463K as of Q1 2026.
  • Fiduciary Family Office left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.13% of Fiduciary Family Office's portfolio in Q1 2026, its #107 holding.
  • Fiduciary Family Office first reported a position in iShares Gold Trust in Q4 2023 and has held it in 9 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.