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First Foundation Advisors’s iShares Gold Trust IAU Stock Holding History

First Foundation 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 		$30.7M Buy
347,773
+5,875
+2% +$539K 1.23% 19
2025
Q4 		$27.8M Buy
341,898
+10,503
+3% +$821K 1.05% 20
2025
Q3 		$24.1M Sell
331,395
-22,318
-6% -$1.46M 0.89% 20
2025
Q2 		$22.1M Sell
353,713
-17,806
-5% -$1.1M 0.82% 27
2025
Q1 		$21.9M Buy
371,519
+29,628
+9% +$1.6M 0.89% 26
2024
Q4 		$16.9M Buy
341,891
+25,557
+8% +$1.28M 0.64% 34
2024
Q3 		$15.7M Sell
316,334
-2,194
-0.7% -$103K 0.59% 40
2024
Q2 		$14M Buy
318,528
+6,736
+2% +$298K 0.53% 44
2024
Q1 		$13.1M Sell
311,792
-9,458
-3% -$371K 0.52% 45
2023
Q4 		$12.5M Sell
321,250
-12,501
-4% -$468K 0.57% 45
2023
Q3 		$11.7M Sell
333,751
-24,395
-7% -$890K 0.55% 51
2023
Q2 		$13M Sell
358,146
-21,432
-6% -$803K 0.56% 52
2023
Q1 		$14.2M Sell
379,578
-61,755
-14% -$2.22M 0.65% 48
2022
Q4 		$15.3M Sell
441,333
-251,103
-36% -$8.25M 0.73% 37
2022
Q3 		$21.8M Sell
692,436
-1,876,424
-73% -$61.5M 1.07% 27
2022
Q2 		$88.1M Sell
2,568,860
-45,868
-2% -$1.63M 3.89% 3
2022
Q1 		$96.3M Sell
2,614,728
-20,573
-0.8% -$735K 3.48% 4
2021
Q4 		$91.7M Sell
2,635,301
-42,214
-2% -$1.44M 3.15% 4
2021
Q3 		$89.5M Sell
2,677,515
-16,670
-0.6% -$568K 3.34% 3
2021
Q2 		$90.8M Sell
2,694,185
-252,233
-9% -$8.72M 3.5% 3
2021
Q1 		$95.8M Sell
2,946,418
-52,443
-2% -$1.79M 4.11% 3
2020
Q4 		$109M Buy
2,998,861
+47,320
+2% +$1.69M 4.82% 2
2020
Q3 		$106M Buy
2,951,541
+103,695
+4% +$3.79M 4.93% 3
2020
Q2 		$96.8M Buy
2,847,846
+46,946
+2% +$1.54M 4.99% 3
2020
Q1 		$84.4M Buy
2,800,900
+367,617
+15% +$11.1M 5.17% 3
2019
Q4 		$70.6M Sell
2,433,283
-350,425
-13% -$9.94M 3.49% 5
2019
Q3 		$78.5M Buy
+2,783,708
New +$78.5M 4.19% 4

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

First Foundation Advisors's IAU Position: Q1 2026 in Review

First Foundation Advisors increased its iShares Gold Trust (IAU) stake by 1.7% in Q1 2026, buying an estimated $539K and bringing the position to 347,773 shares worth $30.7M. The position accounts for 1.23% of the portfolio, ranked #19.

First Foundation Advisors first reported a position in IAU in Q3 2019 and has held it in 27 quarters since. The position peaked at $109M in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • First Foundation Advisors held 347,773 shares of iShares Gold Trust worth $30.7M as of Q1 2026.
  • First Foundation Advisors bought 5,875 iShares Gold Trust shares in Q1 2026, an estimated $539K.
  • iShares Gold Trust made up 1.23% of First Foundation Advisors's portfolio in Q1 2026, its #19 holding.
  • First Foundation Advisors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 27 quarters since.
  • First Foundation Advisors's iShares Gold Trust position peaked at $109M in Q4 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.