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

IBEX 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 		$1.47M Sell
16,643
-1,716
-9% -$157K 0.14% 91
2025
Q4 		$1.49M Buy
18,359
+656
+4% +$51.3K 0.15% 94
2025
Q3 		$1.29M Sell
17,703
-80
-0.4% -$5.22K 0.12% 102
2025
Q2 		$1.11M Buy
+17,783
New +$1.1M 0.12% 101

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

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

IBEX Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 9.3% in Q1 2026, selling an estimated $157K and leaving 16,643 shares worth $1.47M. The position accounts for 0.14% of the portfolio, ranked #91.

IBEX Wealth Advisors first reported a position in IAU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.49M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • IBEX Wealth Advisors held 16,643 shares of iShares Gold Trust worth $1.47M as of Q1 2026.
  • IBEX Wealth Advisors sold 1,716 iShares Gold Trust shares in Q1 2026, an estimated $157K.
  • iShares Gold Trust made up 0.14% of IBEX Wealth Advisors's portfolio in Q1 2026, its #91 holding.
  • IBEX Wealth Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 4 quarters since.
  • IBEX Wealth Advisors's iShares Gold Trust position peaked at $1.49M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.