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Horizons Wealth Management’s iShares Gold Trust IAU Stock Holding History

Horizons Wealth Management’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 		$155K Sell
1,760
-159
-8% -$14.6K 0.1% 67
2025
Q4 		$156K Sell
1,919
-160
-8% -$12.5K 0.1% 67
2025
Q3 		$151K Sell
2,079
-137
-6% -$8.94K 0.1% 68
2025
Q2 		$138K Sell
2,216
-83
-4% -$5.14K 0.1% 73
2025
Q1 		$136K Sell
2,299
-73
-3% -$3.95K 0.1% 72
2024
Q4 		$117K Sell
2,372
-94
-4% -$4.72K 0.09% 73
2024
Q3 		$123K Sell
2,466
-118
-5% -$5.52K 0.09% 74
2024
Q2 		$117K Sell
2,584
-114
-4% -$5.04K 0.09% 75
2024
Q1 		$105K Hold
2,698
– – 0.07% 74
2023
Q4 		$105K Sell
2,698
-27
-1% -$1.01K 0.07% 74
2023
Q3 		$95.3K Sell
2,725
-135
-5% -$4.93K 0.07% 76
2023
Q2 		$104K Hold
2,860
– – 0.07% 77
2023
Q1 		$107K Sell
2,860
-578
-17% -$20.7K 0.08% 70
2022
Q4 		$119K Sell
3,438
-160
-4% -$5.25K 0.1% 67
2022
Q3 		$113K Hold
3,598
– – 0.1% 59
2022
Q2 		$120K Buy
+3,598
New +$128K 0.1% 61

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

Horizons Wealth Management's IAU Position: Q1 2026 in Review

Horizons Wealth Management reduced its iShares Gold Trust (IAU) stake by 8.3% in Q1 2026, selling an estimated $14.6K and leaving 1,760 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #67.

Horizons Wealth Management first reported a position in IAU in Q2 2022 and has held it in 16 quarters since. The position peaked at $156K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Horizons Wealth Management held 1,760 shares of iShares Gold Trust worth $155K as of Q1 2026.
  • Horizons Wealth Management sold 159 iShares Gold Trust shares in Q1 2026, an estimated $14.6K.
  • iShares Gold Trust made up 0.1% of Horizons Wealth Management's portfolio in Q1 2026, its #67 holding.
  • Horizons Wealth Management first reported a position in iShares Gold Trust in Q2 2022 and has held it in 16 quarters since.
  • Horizons Wealth Management's iShares Gold Trust position peaked at $156K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.