Greenhouse Wealth Management’s iShares Gold Trust IAU Stock Holding History

Greenhouse Wealth 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	$2.25M	Buy	25,546 +350	+1%	+$32.1K	1.39%	11
2025 Q4	$2.05M	Hold	25,196	–	–	1.21%	12
2025 Q3	$1.83M	Hold	25,196	–	–	1.1%	13
2025 Q2	$1.57M	Hold	25,196	–	–	1.01%	13
2025 Q1	$1.49M	Hold	25,196	–	–	1.11%	12
2024 Q4	$1.25M	Hold	25,196	–	–	0.82%	15
2024 Q3	$1.25M	Hold	25,196	–	–	0.84%	17
2024 Q2	$1.11M	Hold	25,196	–	–	0.81%	17
2024 Q1	$1.06M	Sell	25,196 -25	-0.1%	-$980	0.79%	16
2023 Q4	$984K	Hold	25,221	–	–	0.8%	17
2023 Q3	$882K	Sell	25,221 -17	-0.1%	-$620	0.79%	17
2023 Q2	$918K	Sell	25,238 -16	-0.1%	-$600	0.81%	17
2023 Q1	$944K	Sell	25,254 -37	-0.1%	-$1.33K	0.89%	17
2022 Q4	$875K	Sell	25,291 -184	-0.7%	-$6.04K	0.88%	16
2022 Q3	$803K	Sell	25,475 -496	-2%	-$16.3K	0.89%	17
2022 Q2	$891K	Buy	25,971 +466	+2%	+$16.6K	0.96%	16
2022 Q1	$939K	Hold	25,505	–	–	0.88%	17
2021 Q4	$888K	Sell	25,505 -23,500	-48%	-$803K	0.79%	18
2021 Q3	$1.64M	Sell	49,005 -14,745	-23%	-$502K	1.55%	10
2021 Q2	$2.15M	Hold	63,750	–	–	1.99%	10
2021 Q1	$2.07M	Hold	63,750	–	–	2.06%	10
2020 Q4	$2.31M	Buy	+63,750	New	+$2.28M	2.28%	9

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Greenhouse Wealth Management's IAU Position: Q1 2026 in Review

Greenhouse Wealth Management increased its iShares Gold Trust (IAU) stake by 1.4% in Q1 2026, buying an estimated $32.1K and bringing the position to 25,546 shares worth $2.25M. The position accounts for 1.39% of the portfolio, ranked #11.

Greenhouse Wealth Management first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.31M in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Greenhouse Wealth Management held 25,546 shares of iShares Gold Trust worth $2.25M as of Q1 2026.
Greenhouse Wealth Management bought 350 iShares Gold Trust shares in Q1 2026, an estimated $32.1K.
iShares Gold Trust made up 1.39% of Greenhouse Wealth Management's portfolio in Q1 2026, its #11 holding.
Greenhouse Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
Greenhouse Wealth Management's iShares Gold Trust position peaked at $2.31M in Q4 2020.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.