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Glass Jacobson Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Glass Jacobson Investment 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 		$205K Buy
2,329
+25
+1% +$2.29K 0.07% 187
2025
Q4 		$187K Sell
2,304
-98
-4% -$7.66K 0.07% 193
2025
Q3 		$175K Buy
2,402
+35
+1% +$2.28K 0.06% 198
2025
Q2 		$148K Sell
2,367
-22,459
-90% -$1.39M 0.06% 198
2025
Q1 		$1.23M Hold
24,826
– – 0.4% 77
2024
Q4 		$1.23M Sell
24,826
-673
-3% -$33.8K 0.4% 77
2024
Q3 		$1.27M Sell
25,499
-470
-2% -$22K 0.42% 75
2024
Q2 		$1.14M Buy
25,969
+1,813
+8% +$80.1K 0.42% 76
2024
Q1 		$1.01M Sell
24,156
-1,446
-6% -$56.7K 0.38% 82
2023
Q4 		$999K Sell
25,602
-1,312
-5% -$49.1K 0.41% 78
2023
Q3 		$942K Sell
26,914
-2,247
-8% -$82K 0.43% 72
2023
Q2 		$1.06M Buy
+29,161
New +$1.09M 0.49% 62
2022
Q4 		$838K Buy
+24,219
New +$795K 0.42% 72

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

Glass Jacobson Investment Advisors's IAU Position: Q1 2026 in Review

Glass Jacobson Investment Advisors increased its iShares Gold Trust (IAU) stake by 1.1% in Q1 2026, buying an estimated $2.29K and bringing the position to 2,329 shares worth $205K. The position accounts for 0.07% of the portfolio, ranked #187.

Glass Jacobson Investment Advisors first reported a position in IAU in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.27M in Q3 2024. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Glass Jacobson Investment Advisors held 2,329 shares of iShares Gold Trust worth $205K as of Q1 2026.
  • Glass Jacobson Investment Advisors bought 25 iShares Gold Trust shares in Q1 2026, an estimated $2.29K.
  • iShares Gold Trust made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #187 holding.
  • Glass Jacobson Investment Advisors first reported a position in iShares Gold Trust in Q4 2022 and has held it in 13 quarters since.
  • Glass Jacobson Investment Advisors's iShares Gold Trust position peaked at $1.27M in Q3 2024.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.