Hazlett, Burt & Watson’s iShares Gold Trust IAU Stock Holding History

Hazlett, Burt & Watson’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	$682K	Buy	7,769 +238	+3%	+$21.8K	0.21%	111
2025 Q4	$611K	Buy	7,531 +2,151	+40%	+$168K	0.2%	112
2025 Q3	$380K	Buy	5,380 +823	+18%	+$53.7K	0.13%	148
2025 Q2	$280K	Buy	4,557 +686	+18%	+$42.5K	0.11%	163
2025 Q1	$228K	Buy	3,871 +283	+8%	+$15.3K	0.1%	177
2024 Q4	$174K	Buy	3,588 +3,503	+4,121%	+$176K	0.08%	219
2024 Q3	$4K	Hold	85	–	–	﹤0.01%	623
2024 Q2	$4K	Hold	85	–	–	﹤0.01%	607
2024 Q1	$4K	Hold	85	–	–	﹤0.01%	599
2023 Q4	$3K	Buy	+85	New	+$3.18K	﹤0.01%	592
2023 Q1	–	Sell	-115	Closed	-$4K	–	653
2022 Q4	$4K	Buy	115 +80	+229%	+$2.63K	﹤0.01%	538
2022 Q3	$1K	Buy	+35	New	+$1.15K	﹤0.01%	596

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

Hazlett, Burt & Watson's IAU Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, buying an estimated $21.8K and bringing the position to 7,769 shares worth $682K. The position accounts for 0.21% of the portfolio, ranked #111.

Hazlett, Burt & Watson first reported a position in IAU in Q3 2022 and has held it in 12 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Hazlett, Burt & Watson held 7,769 shares of iShares Gold Trust worth $682K as of Q1 2026.
Hazlett, Burt & Watson bought 238 iShares Gold Trust shares in Q1 2026, an estimated $21.8K.
iShares Gold Trust made up 0.21% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #111 holding.
Hazlett, Burt & Watson first reported a position in iShares Gold Trust in Q3 2022 and has held it in 12 quarters since.
1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.