I
IAU icon

INVST’s iShares Gold Trust IAU Stock Holding History

INVST’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 		$1.86M Sell
21,101
-36,335
-63% -$3.33M 0.21% 85
2025
Q4 		$4.66M Sell
57,436
-8,053
-12% -$630K 0.51% 45
2025
Q3 		$4.77M Buy
65,489
+22,851
+54% +$1.49M 0.54% 43
2025
Q2 		$2.66M Sell
42,638
-13,154
-24% -$815K 0.33% 58
2025
Q1 		$3.29M Buy
55,792
+5,418
+11% +$293K 0.45% 52
2024
Q4 		$2.49M Buy
+50,374
New +$2.53M 0.3% 64

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

INVST's IAU Position: Q1 2026 in Review

INVST reduced its iShares Gold Trust (IAU) stake by 63% in Q1 2026, selling an estimated $3.33M and leaving 21,101 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #85.

INVST first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.77M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • INVST held 21,101 shares of iShares Gold Trust worth $1.86M as of Q1 2026.
  • INVST sold 36,335 iShares Gold Trust shares in Q1 2026, an estimated $3.33M.
  • iShares Gold Trust made up 0.21% of INVST's portfolio in Q1 2026, its #85 holding.
  • INVST first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • INVST's iShares Gold Trust position peaked at $4.77M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.