FWL Investment Management’s iShares Gold Trust IAU Stock Holding History

FWL Investment Management’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	$1.68M	Sell	19,090 -5,876	-24%	-$539K	0.37%	45
2025 Q4	$2.03M	Sell	24,966 -250	-1%	-$19.6K	0.49%	41
2025 Q3	$1.83M	Hold	25,216	–	–	0.48%	39
2025 Q2	$1.57M	Sell	25,216 -400	-2%	-$24.8K	0.48%	44
2025 Q1	$1.51M	Sell	25,616 -2,650	-9%	-$143K	0.56%	37
2024 Q4	$1.4M	Hold	28,266	–	–	0.51%	45
2024 Q3	$1.4M	Buy	28,266 +4,466	+19%	+$209K	0.54%	45
2024 Q2	$1.05M	Sell	23,800 -8,650	-27%	-$382K	0.53%	30
2024 Q1	$1.36M	Sell	32,450 -3,550	-10%	-$139K	0.75%	33
2023 Q4	$1.41M	Hold	36,000	–	–	0.82%	29
2023 Q3	$1.26M	Sell	36,000 -900	-2%	-$32.8K	0.85%	27
2023 Q2	$1.34M	Buy	36,900 +500	+1%	+$18.7K	0.92%	29
2023 Q1	$1.36M	Hold	36,400	–	–	1%	26
2022 Q4	$1.26M	Buy	36,400 +17,150	+89%	+$563K	0.95%	24
2022 Q3	$607K	Hold	19,250	–	–	0.54%	27
2022 Q2	$660K	Hold	19,250	–	–	0.48%	33
2022 Q1	$709K	Hold	19,250	–	–	0.44%	33
2021 Q4	$670K	Hold	19,250	–	–	0.41%	35
2021 Q3	$643K	Hold	19,250	–	–	0.4%	37
2021 Q2	$649K	Hold	19,250	–	–	0.39%	37
2021 Q1	$626K	Sell	19,250 -750	-4%	-$25.6K	0.42%	37
2020 Q4	$725K	Buy	+20,000	New	+$716K	0.56%	37

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FWL Investment Management's IAU Position: Q1 2026 in Review

FWL Investment Management reduced its iShares Gold Trust (IAU) stake by 24% in Q1 2026, selling an estimated $539K and leaving 19,090 shares worth $1.68M. The position accounts for 0.37% of the portfolio, ranked #45.

FWL Investment Management first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.03M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

FWL Investment Management held 19,090 shares of iShares Gold Trust worth $1.68M as of Q1 2026.
FWL Investment Management sold 5,876 iShares Gold Trust shares in Q1 2026, an estimated $539K.
iShares Gold Trust made up 0.37% of FWL Investment Management's portfolio in Q1 2026, its #45 holding.
FWL Investment Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
FWL Investment Management's iShares Gold Trust position peaked at $2.03M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.