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Integrated Investment Consultants’s iShares Gold Trust IAU Stock Holding History

Integrated Investment Consultants’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
2021
Q4 		– Sell
-7,500
Closed -$251K – 304
2021
Q3 		$251K Hold
7,500
– – 0.07% 241
2021
Q2 		$253K Buy
+7,500
New +$259K 0.07% 233

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 $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $303B AUM 53.02% 1-Year Est. Return

Integrated Investment Consultants's IAU Position: Q1 2026 in Review

Integrated Investment Consultants reduced its iShares Gold Trust (IAU) stake by 6.5% in Q1 2026, selling an estimated $50.5K and leaving 7,972 shares worth $703K. The position accounts for 0.15% of the portfolio, ranked #97.

Integrated Investment Consultants first reported a position in IAU in Q4 2015 and has held it in 41 quarters since. The position peaked at $13.5M in Q1 2022. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Integrated Investment Consultants held 7,972 shares of iShares Gold Trust worth $703K as of Q1 2026.
  • Integrated Investment Consultants sold 550 iShares Gold Trust shares in Q1 2026, an estimated $50.5K.
  • iShares Gold Trust made up 0.15% of Integrated Investment Consultants's portfolio in Q1 2026, its #97 holding.
  • Integrated Investment Consultants first reported a position in iShares Gold Trust in Q4 2015 and has held it in 41 quarters since.
  • Integrated Investment Consultants's iShares Gold Trust position peaked at $13.5M in Q1 2022.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.