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HORAN Wealth’s iShares Gold Trust IAU Stock Holding History

HORAN Wealth’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 		$2.69M Buy
30,471
+14,786
+94% +$1.36M 0.26% 61
2025
Q4 		$1.27M Hold
15,685
– – 0.2% 72
2025
Q3 		$1.14M Buy
15,685
+300
+2% +$19.6K 0.18% 79
2025
Q2 		$959K Buy
+15,385
New +$953K 0.29% 60

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

HORAN Wealth's IAU Position: Q1 2026 in Review

HORAN Wealth increased its iShares Gold Trust (IAU) stake by 94% in Q1 2026, buying an estimated $1.36M and bringing the position to 30,471 shares worth $2.69M. The position accounts for 0.26% of the portfolio, ranked #61.

HORAN Wealth first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • HORAN Wealth held 30,471 shares of iShares Gold Trust worth $2.69M as of Q1 2026.
  • HORAN Wealth bought 14,786 iShares Gold Trust shares in Q1 2026, an estimated $1.36M.
  • iShares Gold Trust made up 0.26% of HORAN Wealth's portfolio in Q1 2026, its #61 holding.
  • HORAN Wealth first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.