Financial Engines Advisors
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Financial Engines Advisors’s iShares Gold Trust IAU Stock Holding History

Financial Engines Advisors’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 		$1.45M Sell
16,393
-1,387
-8% -$127K ﹤0.01% 257
2025
Q4 		$1.44M Buy
17,780
+1,569
+10% +$123K ﹤0.01% 269
2025
Q3 		$1.18M Buy
16,211
+180
+1% +$11.7K ﹤0.01% 288
2025
Q2 		$1M Buy
16,031
+5,051
+46% +$313K ﹤0.01% 296
2025
Q1 		$647K Sell
10,980
-1,118
-9% -$60.5K ﹤0.01% 303
2024
Q4 		$599K Buy
+12,098
New +$608K ﹤0.01% 310

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

Financial Engines Advisors's IAU Position: Q1 2026 in Review

Financial Engines Advisors reduced its iShares Gold Trust (IAU) stake by 7.8% in Q1 2026, selling an estimated $127K and leaving 16,393 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Financial Engines Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Financial Engines Advisors held 16,393 shares of iShares Gold Trust worth $1.45M as of Q1 2026.
  • Financial Engines Advisors sold 1,387 iShares Gold Trust shares in Q1 2026, an estimated $127K.
  • iShares Gold Trust made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #257 holding.
  • Financial Engines Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.