HI
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Hoey Investments’s iShares Gold Trust IAU Stock Holding History

Hoey Investments’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 		$15.4K Hold
175
– – ﹤0.01% 227
2025
Q4 		$14.2K Hold
175
– – ﹤0.01% 233
2025
Q3 		$12.7K Hold
175
– – ﹤0.01% 240
2025
Q2 		$10.9K Sell
175
-575
-77% -$35.6K ﹤0.01% 234
2025
Q1 		$44.2K Buy
750
+175
+30% +$9.47K 0.01% 150
2024
Q4 		$28.5K Hold
575
– – ﹤0.01% 158
2024
Q3 		$25.3K Hold
575
– – ﹤0.01% 159
2024
Q2 		$25.3K Buy
+575
New +$25.4K ﹤0.01% 159
2023
Q4 		– Sell
-311
Closed -$10.9K – 360
2023
Q3 		$10.9K Hold
311
– – ﹤0.01% 203
2023
Q2 		$11.3K Hold
311
– – ﹤0.01% 202
2023
Q1 		$11.6K Hold
311
– – ﹤0.01% 206
2022
Q4 		$10.8K Hold
311
– – ﹤0.01% 211
2022
Q3 		$10K Hold
311
– – ﹤0.01% 228
2022
Q2 		$11K Hold
311
– – ﹤0.01% 182
2022
Q1 		$11K Hold
311
– – ﹤0.01% 165
2021
Q4 		$11K Hold
311
– – ﹤0.01% 171
2021
Q3 		$10K Hold
311
– – ﹤0.01% 171
2021
Q2 		$10K Sell
311
-2
-0.6% -$69 ﹤0.01% 171
2021
Q1 		$10K Hold
313
– – ﹤0.01% 172
2020
Q4 		$11K Buy
+313
New +$11.2K ﹤0.01% 139

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Hoey Investments's IAU Position: Q1 2026 in Review

Hoey Investments held its iShares Gold Trust (IAU) position steady in Q1 2026 at 175 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Hoey Investments first reported a position in IAU in Q4 2020 and has held it in 20 quarters since. The position peaked at $44.2K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Hoey Investments held 175 shares of iShares Gold Trust worth $15.4K as of Q1 2026.
  • Hoey Investments left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up ﹤0.01% of Hoey Investments's portfolio in Q1 2026, its #227 holding.
  • Hoey Investments first reported a position in iShares Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Hoey Investments's iShares Gold Trust position peaked at $44.2K in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Hoey Investments's 13F filing for Q1 2026, filed 29 Apr 2026.