Heritage Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Heritage Wealth 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	$307K	Hold	3,485	–	–	0.01%	170
2025 Q4	$283K	Buy	+3,485	New	+$273K	0.01%	194

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

Heritage Wealth Advisors's IAU Position: Q1 2026 in Review

Heritage Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,485 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #170.

Heritage Wealth Advisors first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Heritage Wealth Advisors held 3,485 shares of iShares Gold Trust worth $307K as of Q1 2026.
Heritage Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #170 holding.
Heritage Wealth Advisors first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.