Insigneo Advisory Services’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.04M Buy
57,114
+4,952
+9% +$454K 0.36% 45
2025
Q4
$4.23M Buy
52,162
+3,332
+7% +$261K 0.3% 51
2025
Q3
$3.55M Buy
48,830
+11,910
+32% +$777K 0.25% 67
2025
Q2
$2.3M Sell
36,920
-2,291
-6% -$142K 0.2% 100
2025
Q1
$2.31M Buy
39,211
+10,765
+38% +$582K 0.24% 88
2024
Q4
$1.41M Buy
28,446
+871
+3% +$43.8K 0.15% 131
2024
Q3
$1.37M Buy
27,575
+3,106
+13% +$145K 0.14% 141
2024
Q2
$1.11M Buy
+24,469
New +$1.08M 0.13% 159

Other funds holding IAU

Insigneo Advisory Services's IAU Position: Q1 2026 in Review

Insigneo Advisory Services increased its iShares Gold Trust (IAU) stake by 9.5% in Q1 2026, buying an estimated $454K and bringing the position to 57,114 shares worth $5.04M. The position accounts for 0.36% of the portfolio, ranked #45.

Insigneo Advisory Services first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Insigneo Advisory Services held 57,114 shares of iShares Gold Trust worth $5.04M as of Q1 2026.
  • Insigneo Advisory Services bought 4,952 iShares Gold Trust shares in Q1 2026, an estimated $454K.
  • iShares Gold Trust made up 0.36% of Insigneo Advisory Services's portfolio in Q1 2026, its #45 holding.
  • Insigneo Advisory Services first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.