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Financial & Tax Architects’s iShares Gold Trust IAU Stock Holding History

Financial & Tax Architects’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 		$4.19M Sell
47,530
-2,463
-5% -$226K 0.93% 40
2025
Q4 		$4.06M Sell
49,993
-926
-2% -$72.4K 0.91% 36
2025
Q3 		$3.71M Buy
50,919
+671
+1% +$43.8K 0.82% 39
2025
Q2 		$3.13M Sell
50,248
-2,780
-5% -$172K 0.76% 39
2025
Q1 		$3.13M Sell
53,028
-905
-2% -$49K 0.78% 40
2024
Q4 		$2.67M Sell
53,933
-1,760
-3% -$88.4K 0.68% 39
2024
Q3 		$2.77M Sell
55,693
-2,018
-3% -$94.5K 0.71% 38
2024
Q2 		$2.54M Sell
57,711
-1,261
-2% -$55.7K 0.68% 40
2024
Q1 		$2.48M Buy
58,972
+1,315
+2% +$51.5K 0.68% 42
2023
Q4 		$2.25M Sell
57,657
-7,464
-11% -$279K 0.67% 41
2023
Q3 		$2.28M Sell
65,121
-13,147
-17% -$480K 0.71% 39
2023
Q2 		$2.85M Sell
78,268
-2,530
-3% -$94.8K 0.88% 36
2023
Q1 		$3.02M Buy
+80,798
New +$2.9M 0.99% 37
2022
Q3 		– Sell
-61,700
Closed -$2.12M – 70
2022
Q2 		$2.12M Buy
61,700
+13,037
+27% +$464K 0.8% 40
2022
Q1 		$1.79M Buy
+48,663
New +$1.74M 0.68% 44
2021
Q4 		– Sell
-52,331
Closed -$1.75M – 97
2021
Q3 		$1.75M Buy
52,331
+549
+1% +$18.7K 0.8% 44
2021
Q2 		$1.75M Buy
+51,782
New +$1.79M 0.86% 40

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 & Tax Architects's IAU Position: Q1 2026 in Review

Financial & Tax Architects reduced its iShares Gold Trust (IAU) stake by 4.9% in Q1 2026, selling an estimated $226K and leaving 47,530 shares worth $4.19M. The position accounts for 0.93% of the portfolio, ranked #40.

Financial & Tax Architects first reported a position in IAU in Q2 2021 and has held it in 17 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Financial & Tax Architects held 47,530 shares of iShares Gold Trust worth $4.19M as of Q1 2026.
  • Financial & Tax Architects sold 2,463 iShares Gold Trust shares in Q1 2026, an estimated $226K.
  • iShares Gold Trust made up 0.93% of Financial & Tax Architects's portfolio in Q1 2026, its #40 holding.
  • Financial & Tax Architects first reported a position in iShares Gold Trust in Q2 2021 and has held it in 17 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.