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GeoWealth Management’s iShares Gold Trust IAU Stock Holding History

GeoWealth 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 		$403K Sell
4,570
-4,284
-48% -$393K 0.01% 517
2025
Q4 		$719K Sell
8,854
-15,090
-63% -$1.18M 0.03% 358
2025
Q3 		$1.74M Buy
23,944
+13,511
+130% +$881K 0.06% 190
2025
Q2 		$651K Sell
10,433
-1,274
-11% -$78.9K 0.03% 349
2025
Q1 		$690K Buy
11,707
+2,927
+33% +$158K 0.03% 359
2024
Q4 		$435K Buy
8,780
+1,584
+22% +$79.6K 0.01% 505
2024
Q3 		$358K Sell
7,196
-469
-6% -$22K 0.01% 555
2024
Q2 		$337K Buy
7,665
+1,755
+30% +$77.6K 0.01% 547
2024
Q1 		$248K Buy
5,910
+570
+11% +$22.3K 0.01% 621
2023
Q4 		$208K Sell
5,340
-5,202
-49% -$195K 0.02% 498
2023
Q3 		$370K Sell
10,542
-705
-6% -$25.7K 0.04% 223
2023
Q2 		$409K Buy
11,247
+2,719
+32% +$102K 0.04% 190
2023
Q1 		$319K Buy
8,528
+361
+4% +$13K 0.04% 173
2022
Q4 		$282K Buy
8,167
+703
+9% +$23.1K 0.03% 201
2022
Q3 		$235K Buy
7,464
+3,126
+72% +$102K 0.03% 222
2022
Q2 		$148K Buy
4,338
+223
+5% +$7.93K 0.02% 255
2022
Q1 		$154K Buy
4,115
+248
+6% +$8.86K 0.01% 305
2021
Q4 		$135K Buy
3,867
+961
+33% +$32.8K 0.01% 289
2021
Q3 		$97K Buy
2,906
+1,221
+72% +$41.6K 0.01% 322
2021
Q2 		$58K Buy
1,685
+520
+45% +$18K 0.01% 248
2021
Q1 		$38K Buy
+1,165
New +$39.8K 0.01% 196
2020
Q1 		– Sell
-5,300
Closed -$154K – 104
2019
Q4 		$154K Sell
5,300
-23,613
-82% -$670K 0.08% 98
2019
Q3 		$815K Buy
+28,913
New +$816K 0.18% 76

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

GeoWealth Management's IAU Position: Q1 2026 in Review

GeoWealth Management reduced its iShares Gold Trust (IAU) stake by 48% in Q1 2026, selling an estimated $393K and leaving 4,570 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #517.

GeoWealth Management first reported a position in IAU in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.74M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • GeoWealth Management held 4,570 shares of iShares Gold Trust worth $403K as of Q1 2026.
  • GeoWealth Management sold 4,284 iShares Gold Trust shares in Q1 2026, an estimated $393K.
  • iShares Gold Trust made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #517 holding.
  • GeoWealth Management first reported a position in iShares Gold Trust in Q3 2019 and has held it in 23 quarters since.
  • GeoWealth Management's iShares Gold Trust position peaked at $1.74M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.