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Great Valley Advisor Group’s iShares Gold Trust IAU Stock Holding History

Great Valley Advisor 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 		$8.08M Sell
91,620
-9,158
-9% -$840K 0.15% 144
2025
Q4 		$8.18M Buy
100,778
+11,978
+13% +$937K 0.16% 135
2025
Q3 		$6.46M Buy
88,800
+8,527
+11% +$556K 0.13% 154
2025
Q2 		$5.01M Buy
80,273
+13,976
+21% +$866K 0.11% 175
2025
Q1 		$3.91M Sell
66,297
-107
-0.2% -$5.79K 0.08% 208
2024
Q4 		$3.29M Sell
66,404
-731
-1% -$36.7K 0.07% 243
2024
Q3 		$3.34M Buy
67,135
+7,558
+13% +$354K 0.08% 242
2024
Q2 		$2.62M Sell
59,577
-20,087
-25% -$888K 0.07% 249
2024
Q1 		$3.35M Sell
79,664
-629
-0.8% -$24.7K 0.1% 203
2023
Q4 		$3.13M Sell
80,293
-420,910
-84% -$15.7M 0.11% 191
2023
Q3 		$17.5M Buy
501,203
+69,959
+16% +$2.55M 0.73% 31
2023
Q2 		$15.7M Buy
431,244
+37,024
+9% +$1.39M 0.66% 34
2023
Q1 		$14.7M Buy
394,220
+304,339
+339% +$10.9M 0.69% 32
2022
Q4 		$3.11M Buy
89,881
+25,439
+39% +$835K 0.16% 153
2022
Q3 		$2.03M Buy
64,442
+1,796
+3% +$58.9K 0.11% 191
2022
Q2 		$2.15M Buy
+62,646
New +$2.23M 0.12% 188
2022
Q1 		– Sell
-59,125
Closed -$2.06M – 607
2021
Q4 		$2.06M Sell
59,125
-6,336
-10% -$217K 0.13% 186
2021
Q3 		$2.19M Buy
65,461
+8,747
+15% +$298K 0.15% 162
2021
Q2 		$1.91M Buy
56,714
+42,219
+291% +$1.46M 0.14% 171
2021
Q1 		$471K Buy
14,495
+520
+4% +$17.8K 0.05% 317
2020
Q4 		$507K Sell
13,975
-550
-4% -$19.7K 0.05% 279
2020
Q3 		$522K Sell
14,525
-371
-2% -$13.5K 0.06% 245
2020
Q2 		$506K Buy
14,896
+629
+4% +$20.6K 0.08% 234
2020
Q1 		$430K Hold
14,267
– – 0.11% 189
2019
Q4 		$414K Sell
14,267
-848
-6% -$24.1K 0.09% 233
2019
Q3 		$426K Sell
15,115
-203
-1% -$5.73K 0.1% 214
2019
Q2 		$414K Hold
15,318
– – 0.1% 204
2019
Q1 		$379K Hold
15,318
– – 0.12% 190
2018
Q4 		$377K Buy
+15,318
New +$361K 0.14% 135

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

Great Valley Advisor Group's IAU Position: Q1 2026 in Review

Great Valley Advisor Group reduced its iShares Gold Trust (IAU) stake by 9.1% in Q1 2026, selling an estimated $840K and leaving 91,620 shares worth $8.08M. The position accounts for 0.15% of the portfolio, ranked #144.

Great Valley Advisor Group first reported a position in IAU in Q4 2018 and has held it in 29 quarters since. The position peaked at $17.5M in Q3 2023. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Great Valley Advisor Group held 91,620 shares of iShares Gold Trust worth $8.08M as of Q1 2026.
  • Great Valley Advisor Group sold 9,158 iShares Gold Trust shares in Q1 2026, an estimated $840K.
  • iShares Gold Trust made up 0.15% of Great Valley Advisor Group's portfolio in Q1 2026, its #144 holding.
  • Great Valley Advisor Group first reported a position in iShares Gold Trust in Q4 2018 and has held it in 29 quarters since.
  • Great Valley Advisor Group's iShares Gold Trust position peaked at $17.5M in Q3 2023.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.