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Forvis Mazars Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Forvis Mazars 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 		$1.12M Buy
12,716
+54
+0.4% +$4.95K 0.02% 201
2025
Q4 		$1.03M Sell
12,662
-401
-3% -$31.4K 0.02% 204
2025
Q3 		$951K Buy
13,063
+555
+4% +$36.2K 0.02% 212
2025
Q2 		$780K Buy
12,508
+40
+0.3% +$2.48K 0.02% 228
2025
Q1 		$735K Buy
12,468
+287
+2% +$15.5K 0.02% 236
2024
Q4 		$603K Hold
12,181
– – 0.01% 286
2024
Q3 		$605K Sell
12,181
-500
-4% -$23.4K 0.01% 290
2024
Q2 		$557K Hold
12,681
– – 0.01% 270
2024
Q1 		$533K Sell
12,681
-162
-1% -$6.35K 0.01% 281
2023
Q4 		$501K Hold
12,843
– – 0.01% 280
2023
Q3 		$449K Sell
12,843
-331
-3% -$12.1K 0.01% 287
2023
Q2 		$479K Buy
13,174
+1,507
+13% +$56.5K 0.01% 298
2023
Q1 		$436K Sell
11,667
-254
-2% -$9.12K 0.01% 283
2022
Q4 		$412K Sell
11,921
-526
-4% -$17.3K 0.01% 283
2022
Q3 		$392K Sell
12,447
-2,164
-15% -$70.9K 0.02% 287
2022
Q2 		$501K Buy
+14,611
New +$520K 0.02% 251
2022
Q1 		– Sell
-7,718
Closed -$269K – 303
2021
Q4 		$269K Buy
+7,718
New +$264K 0.01% 246
2019
Q3 		– Sell
-10,890
Closed -$294K – 265
2019
Q2 		$294K Buy
10,890
+1,579
+17% +$39.6K 0.02% 221
2019
Q1 		$231K Hold
9,311
– – 0.02% 233
2018
Q4 		$229K Sell
9,311
-3,922
-30% -$92.3K 0.02% 210
2018
Q3 		$303K Sell
13,233
-6,406
-33% -$149K 0.03% 194
2018
Q2 		$472K Hold
19,639
– – 0.05% 146
2018
Q1 		$500K Buy
19,639
+13,494
+220% +$345K 0.05% 142
2017
Q4 		$154K Buy
+6,145
New +$151K 0.02% 237

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

Forvis Mazars Wealth Advisors's IAU Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares Gold Trust (IAU) stake by 0.43% in Q1 2026, buying an estimated $4.95K and bringing the position to 12,716 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #201.

Forvis Mazars Wealth Advisors first reported a position in IAU in Q4 2017 and has held it in 24 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 12,716 shares of iShares Gold Trust worth $1.12M as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 54 iShares Gold Trust shares in Q1 2026, an estimated $4.95K.
  • iShares Gold Trust made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Gold Trust in Q4 2017 and has held it in 24 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.