GAFA
IAU icon

Garton & Associates Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Garton & Associates Financial 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 		– Sell
-150
Closed -$12.2K – 383
2025
Q4 		$12.2K Buy
+150
New +$11.7K 0.01% 782

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Garton & Associates Financial Advisors's IAU Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 150 shares — an estimated $12.2K sold.

Garton & Associates Financial Advisors first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $12.2K in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 150 iShares Gold Trust shares in Q1 2026, an estimated $12.2K.
  • Garton & Associates Financial Advisors first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares Gold Trust position peaked at $12.2K in Q4 2025.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.