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Fiduciary Group’s iShares Gold Trust IAU Stock Holding History

Fiduciary Group’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 		$351K Buy
3,985
+50
+1% +$4.59K 0.03% 244
2025
Q4 		$319K Hold
3,935
– – 0.03% 247
2025
Q3 		$286K Buy
3,935
+500
+15% +$32.6K 0.03% 255
2025
Q2 		$214K Sell
3,435
-82
-2% -$5.08K 0.02% 274
2025
Q1 		$207K Buy
+3,517
New +$190K 0.02% 267

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 Group's IAU Position: Q1 2026 in Review

Fiduciary Group increased its iShares Gold Trust (IAU) stake by 1.3% in Q1 2026, buying an estimated $4.59K and bringing the position to 3,985 shares worth $351K. The position accounts for 0.03% of the portfolio, ranked #244.

Fiduciary Group first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Fiduciary Group held 3,985 shares of iShares Gold Trust worth $351K as of Q1 2026.
  • Fiduciary Group bought 50 iShares Gold Trust shares in Q1 2026, an estimated $4.59K.
  • iShares Gold Trust made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #244 holding.
  • Fiduciary Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.