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Investment Advisory Group’s iShares Gold Trust IAU Stock Holding History

Investment Advisory Group’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 		$491K Sell
5,564
-447
-7% -$41K 0.12% 112
2025
Q4 		$488K Buy
6,011
+818
+16% +$64K 0.13% 111
2025
Q3 		$378K Hold
5,193
– – 0.1% 122
2025
Q2 		$324K Hold
5,193
– – 0.1% 131
2025
Q1 		$306K Hold
5,193
– – 0.1% 127
2024
Q4 		$257K Hold
5,193
– – 0.09% 140
2024
Q3 		$258K Hold
5,193
– – 0.09% 138
2024
Q2 		$228K Hold
5,193
– – 0.09% 144
2024
Q1 		$218K Hold
5,193
– – 0.09% 146
2023
Q4 		$203K Buy
+5,193
New +$194K 0.09% 143

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

Investment Advisory Group's IAU Position: Q1 2026 in Review

Investment Advisory Group reduced its iShares Gold Trust (IAU) stake by 7.4% in Q1 2026, selling an estimated $41K and leaving 5,564 shares worth $491K. The position accounts for 0.12% of the portfolio, ranked #112.

Investment Advisory Group first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Investment Advisory Group held 5,564 shares of iShares Gold Trust worth $491K as of Q1 2026.
  • Investment Advisory Group sold 447 iShares Gold Trust shares in Q1 2026, an estimated $41K.
  • iShares Gold Trust made up 0.12% of Investment Advisory Group's portfolio in Q1 2026, its #112 holding.
  • Investment Advisory Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.