Greenspring Advisors’s iShares Gold Trust IAU Stock Holding History

Greenspring 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	$1.31M	Hold	14,884	–	–	0.08%	109
2025 Q4	$1.21M	Buy	+14,884	New	+$1.16M	0.07%	112
2023 Q2	–	Sell	-11,479	Closed	-$429K	–	97
2023 Q1	$429K	Hold	11,479	–	–	0.09%	74
2022 Q4	$397K	Hold	11,479	–	–	0.11%	69
2022 Q3	$362K	Hold	11,479	–	–	0.11%	72
2022 Q2	$393K	Hold	11,479	–	–	0.12%	71
2022 Q1	$423K	Sell	11,479 -15	-0.1%	-$536	0.11%	63
2021 Q4	$400K	Buy	+11,494	New	+$393K	0.1%	69

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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Greenspring Advisors's IAU Position: Q1 2026 in Review

Greenspring Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 14,884 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #109.

Greenspring Advisors first reported a position in IAU in Q4 2021 and has held it in 8 quarters since. 1,966 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Greenspring Advisors held 14,884 shares of iShares Gold Trust worth $1.31M as of Q1 2026.
Greenspring Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.08% of Greenspring Advisors's portfolio in Q1 2026, its #109 holding.
Greenspring Advisors first reported a position in iShares Gold Trust in Q4 2021 and has held it in 8 quarters since.
1,966 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Greenspring Advisors's 13F filing for Q1 2026, filed 5 May 2026.