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Integrity Alliance’s iShares Gold Trust IAU Stock Holding History

Integrity Alliance’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 		$766K Sell
8,691
-4,830
-36% -$443K 0.03% 351
2025
Q4 		$1.1M Sell
13,521
-15,035
-53% -$1.18M 0.04% 295
2025
Q3 		$2.08M Sell
28,556
-16,187
-36% -$1.06M 0.1% 163
2025
Q2 		$2.79M Sell
44,743
-7,188
-14% -$445K 0.15% 123
2025
Q1 		$3.06M Buy
51,931
+47,821
+1,164% +$2.59M 0.12% 140
2024
Q4 		$203K Buy
+4,110
New +$207K 0.02% 205

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

Integrity Alliance's IAU Position: Q1 2026 in Review

Integrity Alliance reduced its iShares Gold Trust (IAU) stake by 36% in Q1 2026, selling an estimated $443K and leaving 8,691 shares worth $766K. The position accounts for 0.03% of the portfolio, ranked #351.

Integrity Alliance first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Integrity Alliance held 8,691 shares of iShares Gold Trust worth $766K as of Q1 2026.
  • Integrity Alliance sold 4,830 iShares Gold Trust shares in Q1 2026, an estimated $443K.
  • iShares Gold Trust made up 0.03% of Integrity Alliance's portfolio in Q1 2026, its #351 holding.
  • Integrity Alliance first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Integrity Alliance's iShares Gold Trust position peaked at $3.06M in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.