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Flagship Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Flagship Wealth 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 		$184K Sell
2,954
-714
-19% -$65.5K 0.08% 108
2025
Q4 		$298K Buy
3,668
+212
+6% +$16.6K 0.09% 99
2025
Q3 		$251K Buy
3,456
+289
+9% +$18.9K 0.08% 103
2025
Q2 		$197K Buy
3,167
+306
+11% +$19K 0.07% 118
2025
Q1 		$169K Buy
2,861
+1,748
+157% +$94.6K 0.07% 121
2024
Q4 		$3.91K Buy
+1,113
New +$55.9K ﹤0.01% 331

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

Flagship Wealth Advisors's IAU Position: Q1 2026 in Review

Flagship Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 19% in Q1 2026, selling an estimated $65.5K and leaving 2,954 shares worth $184K. The position accounts for 0.08% of the portfolio, ranked #108.

Flagship Wealth Advisors first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $298K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Flagship Wealth Advisors held 2,954 shares of iShares Gold Trust worth $184K as of Q1 2026.
  • Flagship Wealth Advisors sold 714 iShares Gold Trust shares in Q1 2026, an estimated $65.5K.
  • iShares Gold Trust made up 0.08% of Flagship Wealth Advisors's portfolio in Q1 2026, its #108 holding.
  • Flagship Wealth Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's iShares Gold Trust position peaked at $298K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.