Herold Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
Herold Advisors's IAU Position: Q1 2026 in Review
Herold Advisors opened a new position in iShares Gold Trust (IAU) in Q1 2026: 2,685 shares worth $237K. The stake represents 0.05% of the portfolio and ranks #234 among its holdings. This is a return to the name: Herold Advisors previously reported a position in IAU as recently as Q2 2025.
Herold Advisors first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. The position peaked at $309K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Herold Advisors held 2,685 shares of iShares Gold Trust worth $237K as of Q1 2026.
- iShares Gold Trust was a new Herold Advisors position in Q1 2026.
- iShares Gold Trust made up 0.05% of Herold Advisors's portfolio in Q1 2026, its #234 holding.
- Herold Advisors first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
- Herold Advisors's iShares Gold Trust position peaked at $309K in Q1 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.