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Integrated Advisors Network’s iShares Gold Trust IAU Stock Holding History

Integrated Advisors Network’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 		$1.51M Sell
17,148
-32,680
-66% -$3M 0.08% 248
2025
Q4 		$4.04M Sell
49,828
-4,973
-9% -$389K 0.18% 133
2025
Q3 		$3.99M Buy
54,801
+3,845
+8% +$251K 0.17% 148
2025
Q2 		$3.18M Sell
50,956
-428
-0.8% -$26.5K 0.14% 172
2025
Q1 		$3.03M Buy
51,384
+5,584
+12% +$302K 0.15% 150
2024
Q4 		$2.27M Buy
45,800
+8,097
+21% +$407K 0.11% 196
2024
Q3 		$1.87M Sell
37,703
-331
-0.9% -$15.5K 0.09% 220
2024
Q2 		$1.67M Buy
38,034
+679
+2% +$30K 0.09% 221
2024
Q1 		$1.57M Sell
37,355
-375
-1% -$14.7K 0.08% 240
2023
Q4 		$1.47M Sell
37,730
-50,257
-57% -$1.88M 0.08% 233
2023
Q3 		$3.08M Sell
87,987
-72
-0.1% -$2.63K 0.19% 149
2023
Q2 		$3.2M Buy
88,059
+4,811
+6% +$180K 0.18% 149
2023
Q1 		$3.11M Buy
83,248
+17,256
+26% +$619K 0.19% 142
2022
Q4 		$2.28M Sell
65,992
-3,417
-5% -$112K 0.15% 171
2022
Q3 		$2.19M Sell
69,409
-2,592
-4% -$84.9K 0.15% 165
2022
Q2 		$2.47M Buy
72,001
+13,175
+22% +$469K 0.16% 165
2022
Q1 		$2.17M Buy
58,826
+22,468
+62% +$803K 0.13% 186
2021
Q4 		$1.27M Buy
36,358
+423
+1% +$14.5K 0.07% 238
2021
Q3 		$1.2M Buy
35,935
+9,619
+37% +$328K 0.08% 226
2021
Q2 		$887K Buy
26,316
+18,367
+231% +$635K 0.07% 238
2021
Q1 		$258K Sell
7,949
-12,514
-61% -$428K 0.02% 469
2020
Q4 		$742K Buy
+20,463
New +$732K 0.08% 234

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

Integrated Advisors Network's IAU Position: Q1 2026 in Review

Integrated Advisors Network reduced its iShares Gold Trust (IAU) stake by 66% in Q1 2026, selling an estimated $3M and leaving 17,148 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #248.

Integrated Advisors Network first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.04M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Integrated Advisors Network held 17,148 shares of iShares Gold Trust worth $1.51M as of Q1 2026.
  • Integrated Advisors Network sold 32,680 iShares Gold Trust shares in Q1 2026, an estimated $3M.
  • iShares Gold Trust made up 0.08% of Integrated Advisors Network's portfolio in Q1 2026, its #248 holding.
  • Integrated Advisors Network first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Integrated Advisors Network's iShares Gold Trust position peaked at $4.04M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.