IPW
IAU icon

Inlet Private Wealth’s iShares Gold Trust IAU Stock Holding History

Inlet Private 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 		$3.02M Sell
34,242
-4,687
-12% -$430K 0.77% 47
2025
Q4 		$3.16M Sell
38,929
-100
-0.3% -$7.82K 0.73% 46
2025
Q3 		$2.84M Buy
39,029
+157
+0.4% +$10.2K 0.64% 48
2025
Q2 		$2.42M Sell
38,872
-140
-0.4% -$8.68K 0.6% 53
2025
Q1 		$2.3M Buy
39,012
+195
+0.5% +$10.5K 0.6% 53
2024
Q4 		$1.92M Buy
38,817
+3,030
+8% +$152K 0.51% 62
2024
Q3 		$1.78M Sell
35,787
-147
-0.4% -$6.88K 0.45% 69
2024
Q2 		$1.58M Buy
35,934
+436
+1% +$19.3K 0.43% 69
2024
Q1 		$1.49M Buy
35,498
+15,000
+73% +$588K 0.42% 69
2023
Q4 		$800K Buy
+20,498
New +$767K 0.25% 81
2022
Q2 		– Sell
-8,365
Closed -$308K – 135
2022
Q1 		$308K Sell
8,365
-4,000
-32% -$143K 0.08% 121
2021
Q4 		$430K Sell
12,365
-2,550
-17% -$87.1K 0.1% 111
2021
Q3 		$498K Sell
14,915
-3,270
-18% -$111K 0.13% 104
2021
Q2 		$613K Sell
18,185
-5,420
-23% -$187K 0.16% 96
2021
Q1 		$768K Buy
23,605
+1,750
+8% +$59.8K 0.22% 81
2020
Q4 		$792K Buy
21,855
+13,605
+165% +$487K 0.26% 77
2020
Q3 		$297K Buy
+8,250
New +$301K 0.12% 109

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

Inlet Private Wealth's IAU Position: Q1 2026 in Review

Inlet Private Wealth reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $430K and leaving 34,242 shares worth $3.02M. The position accounts for 0.77% of the portfolio, ranked #47.

Inlet Private Wealth first reported a position in IAU in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.16M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Inlet Private Wealth held 34,242 shares of iShares Gold Trust worth $3.02M as of Q1 2026.
  • Inlet Private Wealth sold 4,687 iShares Gold Trust shares in Q1 2026, an estimated $430K.
  • iShares Gold Trust made up 0.77% of Inlet Private Wealth's portfolio in Q1 2026, its #47 holding.
  • Inlet Private Wealth first reported a position in iShares Gold Trust in Q3 2020 and has held it in 17 quarters since.
  • Inlet Private Wealth's iShares Gold Trust position peaked at $3.16M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.