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Independent Solutions Wealth Management’s iShares Gold Trust IAU Stock Holding History

Independent Solutions 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 		$3.58M Sell
40,613
-45,770
-53% -$4.2M 0.53% 52
2025
Q4 		$7.01M Buy
86,383
+4,379
+5% +$342K 1.29% 22
2025
Q3 		$5.97M Buy
82,004
+13,313
+19% +$868K 1.06% 25
2025
Q2 		$4.28M Buy
68,691
+18,545
+37% +$1.15M 0.84% 35
2025
Q1 		$2.96M Sell
50,146
-2,773
-5% -$150K 0.66% 46
2024
Q4 		$2.62M Buy
52,919
+48,567
+1,116% +$2.44M 0.57% 52
2024
Q3 		$216K Buy
+4,352
New +$204K 0.05% 156

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

Independent Solutions Wealth Management's IAU Position: Q1 2026 in Review

Independent Solutions Wealth Management reduced its iShares Gold Trust (IAU) stake by 53% in Q1 2026, selling an estimated $4.2M and leaving 40,613 shares worth $3.58M. The position accounts for 0.53% of the portfolio, ranked #52.

Independent Solutions Wealth Management first reported a position in IAU in Q3 2024 and has held it in 7 quarters since. The position peaked at $7.01M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Independent Solutions Wealth Management held 40,613 shares of iShares Gold Trust worth $3.58M as of Q1 2026.
  • Independent Solutions Wealth Management sold 45,770 iShares Gold Trust shares in Q1 2026, an estimated $4.2M.
  • iShares Gold Trust made up 0.53% of Independent Solutions Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Gold Trust in Q3 2024 and has held it in 7 quarters since.
  • Independent Solutions Wealth Management's iShares Gold Trust position peaked at $7.01M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.