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Glen Eagle Advisors’s iShares Gold Trust IAU Stock Holding History

Glen Eagle 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 		$1.92M Buy
21,800
+21,005
+2,642% +$1.93M 0.27% 66
2025
Q4 		$64.5K Buy
795
+29
+4% +$2.27K 0.01% 400
2025
Q3 		$55.7K Sell
766
-9
-1% -$587 0.01% 429
2025
Q2 		$48.3K Buy
+775
New +$48K 0.01% 433
2023
Q1 		– Sell
-7
Closed -$242 – 1146
2022
Q4 		$242 Sell
7
-43
-86% -$1.41K ﹤0.01% 1109
2022
Q3 		$1.58K Hold
50
– – ﹤0.01% 905
2022
Q2 		$1.72K Hold
50
– – ﹤0.01% 849
2022
Q1 		$1.84K Sell
50
-243
-83% -$8.68K ﹤0.01% 814
2021
Q4 		$10.2K Hold
293
– – ﹤0.01% 617
2021
Q3 		$9.79K Hold
293
– – ﹤0.01% 701
2021
Q2 		$9.88K Buy
+293
New +$10.1K ﹤0.01% 696

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

Glen Eagle Advisors's IAU Position: Q1 2026 in Review

Glen Eagle Advisors increased its iShares Gold Trust (IAU) stake by 2,642% in Q1 2026, buying an estimated $1.93M and bringing the position to 21,800 shares worth $1.92M. The position accounts for 0.27% of the portfolio, ranked #66.

Glen Eagle Advisors first reported a position in IAU in Q2 2021 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Glen Eagle Advisors held 21,800 shares of iShares Gold Trust worth $1.92M as of Q1 2026.
  • Glen Eagle Advisors bought 21,005 iShares Gold Trust shares in Q1 2026, an estimated $1.93M.
  • iShares Gold Trust made up 0.27% of Glen Eagle Advisors's portfolio in Q1 2026, its #66 holding.
  • Glen Eagle Advisors first reported a position in iShares Gold Trust in Q2 2021 and has held it in 11 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.