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

Hillcrest 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	$410K	Hold	4,650	–	–	0.17%	39
2025 Q4	$377K	Hold	4,650	–	–	0.16%	42
2025 Q3	$338K	Hold	4,650	–	–	0.15%	41
2025 Q2	$290K	Hold	4,650	–	–	0.14%	42
2025 Q1	$274K	Hold	4,650	–	–	0.14%	43
2024 Q4	$230K	Hold	4,650	–	–	0.11%	49
2024 Q3	$231K	Hold	4,650	–	–	0.12%	45
2024 Q2	$204K	Buy	+4,650	New	+$205K	0.11%	46
2023 Q1	–	Sell	-8,675	Closed	-$300K	–	49
2022 Q4	$300K	Sell	8,675 -4,250	-33%	-$140K	0.18%	38
2022 Q3	$408K	Buy	12,925 +5,650	+78%	+$185K	0.26%	38
2022 Q2	$250K	Buy	+7,275	New	+$259K	0.15%	44
2022 Q1	–	Sell	-12,550	Closed	-$437K	–	51
2021 Q4	$437K	Sell	12,550 -3,750	-23%	-$128K	0.24%	38
2021 Q3	$545K	Buy	16,300 +5,950	+57%	+$203K	0.32%	34
2021 Q2	$349K	Buy	10,350 +400	+4%	+$13.8K	0.21%	40
2021 Q1	$324K	Buy	9,950 +4,700	+90%	+$161K	0.2%	43
2020 Q4	$190K	Hold	5,250	–	–	0.13%	50
2020 Q3	$189K	Buy	+5,250	New	+$192K	0.13%	57
2019 Q3	–	Sell	-7,250	Closed	-$196K	–	40
2019 Q2	$196K	Sell	7,250 -2,050	-22%	-$51.4K	0.17%	40
2019 Q1	$230K	Sell	9,300 -14,588	-61%	-$364K	0.2%	37
2018 Q4	$587K	Buy	+23,888	New	+$562K	0.55%	29

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

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

Hillcrest Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 4,650 shares worth $410K. The position accounts for 0.17% of the portfolio, ranked #39.

Hillcrest Wealth Advisors first reported a position in IAU in Q4 2018 and has held it in 20 quarters since. The position peaked at $587K in Q4 2018. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Hillcrest Wealth Advisors held 4,650 shares of iShares Gold Trust worth $410K as of Q1 2026.
Hillcrest Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.17% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #39 holding.
Hillcrest Wealth Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 20 quarters since.
Hillcrest Wealth Advisors's iShares Gold Trust position peaked at $587K in Q4 2018.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.