International Private Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

International Private Wealth Advisors’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	$368K	Sell	4,170 -66	-2%	-$6.05K	0.22%	102
2025 Q4	$344K	Buy	4,236 +591	+16%	+$46.2K	0.22%	100
2025 Q3	$265K	Sell	3,645 -394	-10%	-$25.7K	0.17%	137
2025 Q2	$252K	Sell	4,039 -149	-4%	-$9.23K	0.22%	137
2025 Q1	$247K	Buy	4,188 +27	+0.6%	+$1.46K	0.24%	128
2024 Q4	$206K	Sell	4,161 -706	-15%	-$35.5K	0.21%	147
2024 Q3	$242K	Sell	4,867 -244	-5%	-$11.4K	0.35%	106
2024 Q2	$225K	Sell	5,111 -601	-11%	-$26.6K	0.38%	106
2024 Q1	$240K	Sell	5,712 -1,628	-22%	-$63.8K	0.46%	97
2023 Q4	$286K	Buy	+7,340	New	+$275K	0.28%	60

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

International Private Wealth Advisors's IAU Position: Q1 2026 in Review

International Private Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 1.6% in Q1 2026, selling an estimated $6.05K and leaving 4,170 shares worth $368K. The position accounts for 0.22% of the portfolio, ranked #102.

International Private Wealth Advisors first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

International Private Wealth Advisors held 4,170 shares of iShares Gold Trust worth $368K as of Q1 2026.
International Private Wealth Advisors sold 66 iShares Gold Trust shares in Q1 2026, an estimated $6.05K.
iShares Gold Trust made up 0.22% of International Private Wealth Advisors's portfolio in Q1 2026, its #102 holding.
International Private Wealth Advisors first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.