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GM Advisory Group’s iShares Gold Trust IAU Stock Holding History

GM Advisory Group’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 		$138M Buy
1,569,661
+42,385
+3% +$3.89M 5.33% 3
2025
Q4 		$124M Sell
1,527,276
-27,595
-2% -$2.16M 4.86% 3
2025
Q3 		$113M Sell
1,554,871
-425
-0% -$27.7K 4.81% 3
2025
Q2 		$97M Sell
1,555,296
-513,240
-25% -$31.8M 4.79% 3
2025
Q1 		$122M Buy
2,068,536
+17,782
+0.9% +$962K 6.59% 3
2024
Q4 		$102M Buy
2,050,754
+35,827
+2% +$1.8M 5.62% 3
2024
Q3 		$100M Buy
2,014,927
+4,889
+0.2% +$229K 6% 2
2024
Q2 		$88.3M Sell
2,010,038
-6,508
-0.3% -$288K 5.7% 2
2024
Q1 		$84.7M Sell
2,016,546
-150,127
-7% -$5.89M 5.94% 2
2023
Q4 		$84.6M Buy
2,166,673
+36,696
+2% +$1.37M 6.39% 3
2023
Q3 		$74.5M Buy
2,129,977
+19,021
+0.9% +$694K 6.09% 6
2023
Q2 		$76.8M Buy
2,110,956
+100,739
+5% +$3.78M 6.36% 4
2023
Q1 		$75.1M Buy
2,010,217
+361,421
+22% +$13M 6.84% 4
2022
Q4 		$57M Buy
1,648,796
+198,984
+14% +$6.53M 6.08% 5
2022
Q3 		$45.7M Sell
1,449,812
-57,787
-4% -$1.89M 5.75% 6
2022
Q2 		$51.7M Sell
1,507,599
-979,307
-39% -$34.8M 8.07% 2
2022
Q1 		$91.6M Buy
2,486,906
+1,290,420
+108% +$46.1M 10.89% 1
2021
Q4 		$41.6M Sell
1,196,486
-217,317
-15% -$7.43M 3.71% 7
2021
Q3 		$47.2M Buy
1,413,803
+16,828
+1% +$573K 4.76% 5
2021
Q2 		$47.1M Buy
+1,396,975
New +$48.3M 4.83% 4

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

GM Advisory Group's IAU Position: Q1 2026 in Review

GM Advisory Group increased its iShares Gold Trust (IAU) stake by 2.8% in Q1 2026, buying an estimated $3.89M and bringing the position to 1,569,661 shares worth $138M. The position accounts for 5.33% of the portfolio, ranked #3.

GM Advisory Group first reported a position in IAU in Q2 2021 and has held it in 20 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • GM Advisory Group held 1,569,661 shares of iShares Gold Trust worth $138M as of Q1 2026.
  • GM Advisory Group bought 42,385 iShares Gold Trust shares in Q1 2026, an estimated $3.89M.
  • iShares Gold Trust made up 5.33% of GM Advisory Group's portfolio in Q1 2026, its #3 holding.
  • GM Advisory Group first reported a position in iShares Gold Trust in Q2 2021 and has held it in 20 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.